YHB Investment Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,378
| Closed | -$550K | – | 282 |
|
|
2023
Q3 | $550K | Buy |
2,378
+1,189
| +100% | +$275K | 0.05% | 183 |
|
|
2023
Q2 | $269K | Buy |
1,189
+82
| +7% | +$18.5K | 0.03% | 238 |
|
|
2023
Q1 | $212K | Buy |
+1,107
| New | +$212K | 0.02% | 272 |
|
|
2022
Q2 | – | Sell |
-957
| Closed | -$205K | – | 300 |
|
|
2022
Q1 | $205K | Hold |
957
| – | – | 0.02% | 295 |
|
|
2021
Q4 | $219K | Buy |
+957
| New | +$219K | 0.02% | 304 |
|
|
2021
Q1 | – | Sell |
-964
| Closed | -$200K | – | 300 |
|
|
2020
Q4 | $200K | Buy |
+964
| New | +$200K | 0.02% | 276 |
|