Wolf Group Capital Advisors’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 | $275K | Buy |
+923
| New | +$275K | 0.09% | 135 |
|
2021
Q3 | – | Sell |
-23,953
| Closed | -$4.19M | – | 106 |
|
2021
Q2 | $4.19M | Buy |
23,953
+403
| +2% | +$70.4K | 2.25% | 9 |
|
2021
Q1 | $4.16M | Buy |
23,550
+769
| +3% | +$136K | 2.4% | 8 |
|
2020
Q4 | $4.73M | Sell |
22,781
-180
| -0.8% | -$37.4K | 2.93% | 5 |
|
2020
Q3 | $4.26M | Sell |
22,961
-4,960
| -18% | -$919K | 2.96% | 5 |
|
2020
Q2 | $4.75M | Sell |
27,921
-487
| -2% | -$82.9K | 3.54% | 5 |
|
2020
Q1 | $3.96M | Sell |
28,408
-6,102
| -18% | -$851K | 3.3% | 6 |
|
2019
Q4 | $5.15M | Buy |
34,510
+2,069
| +6% | +$309K | 3.39% | 5 |
|
2019
Q3 | $5.13M | Buy |
32,441
+105
| +0.3% | +$16.6K | 3.53% | 4 |
|
2019
Q2 | $4.74M | Sell |
32,336
-1,685
| -5% | -$247K | 3.28% | 5 |
|
2019
Q1 | $4.53M | Buy |
34,021
+21
| +0.1% | +$2.79K | 3.11% | 7 |
|
2018
Q4 | $3.71M | Sell |
34,000
-50
| -0.1% | -$5.45K | 2.76% | 9 |
|
2018
Q3 | $4.11M | Sell |
34,050
-1,226
| -3% | -$148K | 2.68% | 7 |
|
2018
Q2 | $3.8M | Buy |
35,276
+1,828
| +5% | +$197K | 2.47% | 8 |
|
2018
Q1 | $3.48M | Buy |
33,448
+3,427
| +11% | +$356K | 2.3% | 7 |
|
2017
Q4 | $2.88M | Buy |
30,021
+1,524
| +5% | +$146K | 1.79% | 12 |
|
2017
Q3 | $2.4M | Sell |
28,497
-4,870
| -15% | -$409K | 1.66% | 15 |
|
2017
Q2 | $2.82M | Sell |
33,367
-4,923
| -13% | -$415K | 2.16% | 8 |
|
2017
Q1 | $3.11M | Sell |
38,290
-2,855
| -7% | -$232K | 2.04% | 10 |
|
2016
Q4 | $3.27M | Buy |
41,145
+979
| +2% | +$77.7K | 2.19% | 7 |
|
2016
Q3 | $3.27M | Buy |
40,166
+1,073
| +3% | +$87.2K | 2.28% | 6 |
|
2016
Q2 | $3.17M | Sell |
39,093
-259
| -0.7% | -$21K | 2.34% | 4 |
|
2016
Q1 | $3.15M | Buy |
39,352
+2,623
| +7% | +$210K | 2.37% | 4 |
|
2015
Q4 | $2.82M | Buy |
+36,729
| New | +$2.82M | 2.1% | 8 |
|