WR Wealth Planners’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6.34K Buy
23
+3
+15% +$826 ﹤0.01% 657
2024
Q3
$5.36K Buy
20
+4
+25% +$1.07K ﹤0.01% 729
2024
Q2
$4.31K Buy
16
+10
+167% +$2.7K ﹤0.01% 747
2024
Q1
$1.41K Buy
+6
New +$1.41K ﹤0.01% 927