Williams Jones 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
Q2 | $19.1M | Buy |
61,159
+33,830
| +124% | +$10.5M | 0.23% | 70 |
|
|
2025
Q1 | $8.13M | Buy |
27,329
+5,509
| +25% | +$1.64M | 0.1% | 108 |
|
|
2024
Q4 | $6.01M | Buy |
21,820
+10,266
| +89% | +$2.83M | 0.07% | 128 |
|
|
2024
Q3 | $3.1M | Buy |
11,554
+8,454
| +273% | +$2.27M | 0.04% | 165 |
|
|
2024
Q2 | $836K | Buy |
3,100
+1
| +0% | +$270 | 0.01% | 272 |
|
|
2024
Q1 | $731K | Buy |
3,099
+1
| +0% | +$236 | 0.01% | 299 |
|
|
2023
Q4 | $740K | Buy |
+3,098
| New | +$740K | 0.01% | 288 |
|
|
2019
Q4 | – | Sell |
-1,481
| Closed | -$234K | – | 462 |
|
|
2019
Q3 | $234K | Buy |
+1,481
| New | +$234K | ﹤0.01% | 383 |
|