Whittier Trust’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 | $1.37M | Buy |
4,387
+49
| +1% | +$15.3K | 0.02% | 339 |
|
|
2025
Q1 | $1.29M | Sell |
4,338
-115
| -3% | -$34.2K | 0.02% | 344 |
|
|
2024
Q4 | $1.23M | Buy |
4,453
+212
| +5% | +$58.4K | 0.02% | 357 |
|
|
2024
Q3 | $1.14M | Buy |
4,241
+58
| +1% | +$15.5K | 0.02% | 362 |
|
|
2024
Q2 | $1.13M | Buy |
4,183
+688
| +20% | +$185K | 0.02% | 343 |
|
|
2024
Q1 | $824K | Buy |
3,495
+17
| +0.5% | +$4.01K | 0.01% | 396 |
|
|
2023
Q4 | $831K | Sell |
3,478
-378
| -10% | -$90.3K | 0.01% | 385 |
|
|
2023
Q3 | $911K | Buy |
3,856
+273
| +8% | +$64.5K | 0.02% | 362 |
|
|
2023
Q2 | $810K | Sell |
3,583
-1
| -0% | -$226 | 0.01% | 387 |
|
|
2023
Q1 | $688K | Buy |
3,584
+241
| +7% | +$46.2K | 0.01% | 412 |
|
|
2022
Q4 | $590K | Sell |
3,343
-86
| -3% | -$15.2K | 0.01% | 439 |
|
|
2022
Q3 | $584K | Buy |
3,429
+150
| +5% | +$25.5K | 0.01% | 426 |
|
|
2022
Q2 | $568K | Buy |
3,279
+90
| +3% | +$15.6K | 0.01% | 439 |
|
|
2022
Q1 | $685K | Buy |
3,189
+63
| +2% | +$13.5K | 0.01% | 437 |
|
|
2021
Q4 | $715K | Buy |
3,126
+85
| +3% | +$19.4K | 0.01% | 427 |
|
|
2021
Q3 | $609K | Buy |
3,041
+1,740
| +134% | +$348K | 0.01% | 431 |
|
|
2021
Q2 | $227K | Buy |
1,301
+206
| +19% | +$35.9K | ﹤0.01% | 625 |
|
|
2021
Q1 | $194K | Buy |
1,095
+269
| +33% | +$47.7K | ﹤0.01% | 643 |
|
|
2020
Q4 | $172K | Buy |
826
+127
| +18% | +$26.4K | ﹤0.01% | 622 |
|
|
2020
Q3 | $129K | Buy |
699
+23
| +3% | +$4.25K | ﹤0.01% | 662 |
|
|
2020
Q2 | $115K | Buy |
676
+525
| +348% | +$89.3K | ﹤0.01% | 651 |
|
|
2020
Q1 | $21K | Buy |
151
+141
| +1,410% | +$19.6K | ﹤0.01% | 976 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1477 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1289 |
|
|
2018
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1186 |
|
|
2018
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1228 |
|
|
2016
Q4 | – | Sell |
-43
| Closed | -$3K | – | 1226 |
|
|
2016
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 1094 |
|
|
2015
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 1100 |
|
|
2015
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 1078 |
|
|
2015
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 1128 |
|
|
2015
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 1147 |
|
|
2014
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 1001 |
|
|
2014
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 987 |
|
|
2014
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 981 |
|
|
2014
Q1 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 1008 |
|