Accretive Wealth Partners’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 | $1.42M | Buy |
4,548
+38
| +0.8% | +$11.8K | 0.46% | 67 |
|
|
2025
Q1 | $1.34M | Buy |
4,510
+370
| +9% | +$110K | 0.47% | 67 |
|
|
2024
Q4 | $1.14M | Sell |
4,140
-20
| -0.5% | -$5.51K | 0.48% | 71 |
|
|
2024
Q3 | $1.11M | Sell |
4,160
-23
| -0.5% | -$6.16K | 0.47% | 74 |
|
|
2024
Q2 | $1.13M | Sell |
4,183
-34
| -0.8% | -$9.16K | 0.47% | 68 |
|
|
2024
Q1 | $1M | Sell |
4,217
-38
| -0.9% | -$9.02K | 0.44% | 70 |
|
|
2023
Q4 | $1.02M | Sell |
4,255
-47
| -1% | -$11.2K | 0.49% | 74 |
|
|
2023
Q3 | $1.02M | Buy |
4,302
+27
| +0.6% | +$6.38K | 0.61% | 56 |
|
|
2023
Q2 | $966K | Buy |
4,275
+141
| +3% | +$31.9K | 0.57% | 57 |
|
|
2023
Q1 | $793K | Buy |
4,134
+69
| +2% | +$13.2K | 0.51% | 63 |
|
|
2022
Q4 | $717K | Buy |
4,065
+141
| +4% | +$24.9K | 0.49% | 66 |
|
|
2022
Q3 | $669K | Buy |
3,924
+17
| +0.4% | +$2.9K | 0.51% | 64 |
|
|
2022
Q2 | $676K | Sell |
3,907
-303
| -7% | -$52.4K | 0.49% | 70 |
|
|
2022
Q1 | $904K | Buy |
4,210
+83
| +2% | +$17.8K | 0.57% | 63 |
|
|
2021
Q4 | $944K | Buy |
4,127
+114
| +3% | +$26.1K | 0.6% | 64 |
|
|
2021
Q3 | $804K | Buy |
4,013
+224
| +6% | +$44.9K | 0.57% | 70 |
|
|
2021
Q2 | $662K | Buy |
3,789
+488
| +15% | +$85.3K | 0.48% | 83 |
|
|
2021
Q1 | $583K | Buy |
3,301
+401
| +14% | +$70.8K | 0.52% | 83 |
|
|
2020
Q4 | $602K | Buy |
+2,900
| New | +$602K | 0.59% | 73 |
|