True Wealth Design’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.6K | Buy |
21
+4
| +24% | +$1.26K | ﹤0.01% | 709 |
|
2025
Q1 | $5.12K | Buy |
17
+7
| +70% | +$2.11K | ﹤0.01% | 684 |
|
2024
Q4 | $2.81K | Buy |
10
+2
| +25% | +$562 | ﹤0.01% | 657 |
|
2024
Q3 | $2.14K | Hold |
8
| – | – | ﹤0.01% | 766 |
|
2024
Q2 | $2.16K | Buy |
8
+1
| +14% | +$270 | ﹤0.01% | 356 |
|
2024
Q1 | $1.65K | Buy |
7
+3
| +75% | +$708 | ﹤0.01% | 373 |
|
2023
Q4 | $956 | Hold |
4
| – | – | ﹤0.01% | 366 |
|
2023
Q3 | $945 | Hold |
4
| – | – | ﹤0.01% | 326 |
|
2023
Q2 | $905 | Buy |
4
+1
| +33% | +$226 | ﹤0.01% | 340 |
|
2023
Q1 | $576 | Hold |
3
| – | – | ﹤0.01% | 493 |
|
2022
Q4 | $529 | Buy |
+3
| New | +$529 | ﹤0.01% | 443 |
|