WP
WMS Partners’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,093
| Closed | -$301K | – | 274 |
|
|
2024
Q4 | $301K | Buy |
1,093
+18
| +2% | +$4.96K | 0.02% | 242 |
|
|
2024
Q3 | $288K | Sell |
1,075
-558
| -34% | -$150K | 0.02% | 232 |
|
|
2024
Q2 | $440K | Buy |
1,633
+10
| +0.6% | +$2.7K | 0.03% | 165 |
|
|
2024
Q1 | $383K | Hold |
1,623
| – | – | 0.03% | 194 |
|
|
2023
Q4 | $388K | Buy |
1,623
+23
| +1% | +$5.49K | 0.03% | 182 |
|
|
2023
Q3 | $378K | Sell |
1,600
-577
| -27% | -$136K | 0.03% | 182 |
|
|
2023
Q2 | $492K | Buy |
2,177
+1
| +0% | +$226 | 0.04% | 161 |
|
|
2023
Q1 | $417K | Sell |
2,176
-53
| -2% | -$10.2K | 0.04% | 175 |
|
|
2022
Q4 | $393K | Sell |
2,229
-18
| -0.8% | -$3.18K | 0.04% | 180 |
|
|
2022
Q3 | $383K | Sell |
2,247
-454
| -17% | -$77.4K | 0.05% | 165 |
|
|
2022
Q2 | $468K | Sell |
2,701
-267
| -9% | -$46.3K | 0.07% | 141 |
|
|
2022
Q1 | $637K | Buy |
+2,968
| New | +$637K | 0.09% | 117 |
|
|
2021
Q4 | – | Sell |
-6,515
| Closed | -$1.31M | – | 286 |
|
|
2021
Q3 | $1.31M | Buy |
6,515
+2,472
| +61% | +$495K | 0.19% | 68 |
|
|
2021
Q2 | $706K | Buy |
+4,043
| New | +$706K | 0.1% | 103 |
|
|
2021
Q1 | – | Sell |
-4,043
| Closed | -$839K | – | 252 |
|
|
2020
Q4 | $839K | Sell |
4,043
-135
| -3% | -$28K | 0.14% | 73 |
|
|
2020
Q3 | $774K | Sell |
4,178
-13
| -0.3% | -$2.41K | 0.15% | 78 |
|
|
2020
Q2 | $713K | Sell |
4,191
-440
| -10% | -$74.9K | 0.15% | 80 |
|
|
2020
Q1 | $645K | Sell |
4,631
-444
| -9% | -$61.8K | 0.18% | 67 |
|
|
2019
Q4 | $758K | Hold |
5,075
| – | – | 0.17% | 77 |
|
|
2019
Q3 | $803K | Buy |
5,075
+796
| +19% | +$126K | 0.19% | 74 |
|
|
2019
Q2 | $627K | Buy |
4,279
+331
| +8% | +$48.5K | 0.15% | 85 |
|
|
2019
Q1 | $525K | Hold |
3,948
| – | – | 0.13% | 98 |
|
|
2018
Q4 | $430K | Buy |
3,948
+36
| +0.9% | +$3.92K | 0.12% | 106 |
|
|
2018
Q3 | $472K | Sell |
3,912
-338
| -8% | -$40.8K | 0.05% | 124 |
|
|
2018
Q2 | $457K | Hold |
4,250
| – | – | 0.05% | 130 |
|
|
2018
Q1 | $442K | Hold |
4,250
| – | – | 0.05% | 125 |
|
|
2017
Q4 | $408K | Buy |
+4,250
| New | +$408K | 0.05% | 148 |
|
|
2016
Q3 | – | Sell |
-5,000
| Closed | -$405K | – | 211 |
|
|
2016
Q2 | $405K | Buy |
+5,000
| New | +$405K | 0.06% | 134 |
|
|
2015
Q3 | – | Sell |
-30,130
| Closed | -$2.19M | – | 258 |
|
|
2015
Q2 | $2.19M | Buy |
30,130
+147
| +0.5% | +$10.7K | 0.26% | 83 |
|
|
2015
Q1 | $2.14M | Buy |
+29,983
| New | +$2.14M | 0.26% | 76 |
|
|
2014
Q4 | – | Sell |
-14,550
| Closed | -$886K | – | 245 |
|
|
2014
Q3 | $886K | Buy |
14,550
+4,200
| +41% | +$256K | 0.14% | 94 |
|
|
2014
Q2 | $621K | Hold |
10,350
| – | – | 0.1% | 119 |
|
|
2014
Q1 | $621K | Buy |
10,350
+4,000
| +63% | +$240K | 0.1% | 111 |
|
|
2013
Q4 | $417K | Buy |
+6,350
| New | +$417K | 0.07% | 145 |
|