Venturi Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-145
| Closed | -$39.9K | – | 1811 |
|
|
2024
Q4 | $39.9K | Buy |
145
+7
| +5% | +$1.93K | ﹤0.01% | 1092 |
|
|
2024
Q3 | $37K | Sell |
138
-28
| -17% | -$7.5K | ﹤0.01% | 848 |
|
|
2024
Q2 | $44.7K | Buy |
166
+56
| +51% | +$15.1K | ﹤0.01% | 699 |
|
|
2024
Q1 | $25.9K | Sell |
110
-22
| -17% | -$5.19K | ﹤0.01% | 660 |
|
|
2023
Q4 | $31.5K | Buy |
132
+31
| +31% | +$7.41K | ﹤0.01% | 590 |
|
|
2023
Q3 | $23.9K | Sell |
101
-1
| -1% | -$236 | ﹤0.01% | 579 |
|
|
2023
Q2 | $23.1K | Sell |
102
-8
| -7% | -$1.81K | ﹤0.01% | 526 |
|
|
2023
Q1 | $21.1K | Buy |
+110
| New | +$21.1K | ﹤0.01% | 587 |
|
|
2021
Q3 | – | Sell |
-274
| Closed | -$48K | – | 336 |
|
|
2021
Q2 | $48K | Sell |
274
-1,290
| -82% | -$226K | ﹤0.01% | 302 |
|
|
2021
Q1 | $276K | Buy |
1,564
+82
| +6% | +$14.5K | 0.03% | 271 |
|
|
2020
Q4 | $308K | Sell |
1,482
-363
| -20% | -$75.4K | 0.03% | 251 |
|
|
2020
Q3 | $342K | Buy |
+1,845
| New | +$342K | 0.04% | 224 |
|