AO
Advisor OS’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,281
+73
| +2% | +$22.7K | 0.13% | 108 |
|
|
2025
Q1 | $1.25M | Buy |
4,208
+209
| +5% | +$62.2K | 0.14% | 103 |
|
|
2024
Q4 | $1.1M | Buy |
3,999
+13
| +0.3% | +$3.58K | 0.13% | 109 |
|
|
2024
Q3 | $1.07M | Buy |
3,986
+90
| +2% | +$24.1K | 0.11% | 144 |
|
|
2024
Q2 | $1.05M | Buy |
3,896
+106
| +3% | +$28.6K | 0.12% | 158 |
|
|
2024
Q1 | $893K | Sell |
3,790
-154
| -4% | -$36.3K | 0.1% | 177 |
|
|
2023
Q4 | $942K | Sell |
3,944
-2,190
| -36% | -$523K | 0.12% | 149 |
|
|
2023
Q3 | $1.45M | Sell |
6,134
-386
| -6% | -$91.2K | 0.22% | 86 |
|
|
2023
Q2 | $1.47M | Sell |
6,520
-22
| -0.3% | -$4.97K | 0.24% | 78 |
|
|
2023
Q1 | $1.26M | Buy |
6,542
+63
| +1% | +$12.1K | 0.3% | 83 |
|
|
2022
Q4 | $1.14M | Buy |
6,479
+502
| +8% | +$88.6K | 0.3% | 81 |
|
|
2022
Q3 | $1.02M | Sell |
5,977
-213
| -3% | -$36.3K | 0.31% | 72 |
|
|
2022
Q2 | $1.07M | Sell |
6,190
-767
| -11% | -$133K | 0.31% | 71 |
|
|
2022
Q1 | $1.49M | Sell |
6,957
-2,848
| -29% | -$611K | 0.43% | 52 |
|
|
2021
Q4 | $2.24M | Buy |
9,805
+899
| +10% | +$206K | 0.46% | 59 |
|
|
2021
Q3 | $1.78M | Buy |
8,906
+191
| +2% | +$38.3K | 0.39% | 59 |
|
|
2021
Q2 | $1.52M | Buy |
8,715
+1,555
| +22% | +$272K | 0.32% | 61 |
|
|
2021
Q1 | $1.26M | Buy |
7,160
+1,098
| +18% | +$194K | 0.29% | 64 |
|
|
2020
Q4 | $1.26M | Buy |
6,062
+1,817
| +43% | +$377K | 0.34% | 43 |
|
|
2020
Q3 | $785K | Buy |
4,245
+2,832
| +200% | +$524K | 0.33% | 37 |
|
|
2020
Q2 | $240K | Buy |
+1,413
| New | +$240K | 0.14% | 115 |
|