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