AE Wealth Management’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 | – | Sell |
-2,550
| Closed | -$759K | – | 2259 |
|
|
2025
Q1 | $759K | Sell |
2,550
-93
| -4% | -$27.7K | 0.01% | 790 |
|
|
2024
Q4 | $728K | Sell |
2,643
-173
| -6% | -$47.7K | 0.01% | 784 |
|
|
2024
Q3 | $755K | Sell |
2,816
-24
| -0.8% | -$6.43K | 0.01% | 771 |
|
|
2024
Q2 | $765K | Sell |
2,840
-86
| -3% | -$23.2K | 0.01% | 773 |
|
|
2024
Q1 | $690K | Sell |
2,926
-9,257
| -76% | -$2.18M | 0.01% | 749 |
|
|
2023
Q4 | $2.97M | Sell |
12,183
-5,753
| -32% | -$1.4M | 0.02% | 767 |
|
|
2023
Q3 | $4.24M | Buy |
17,936
+1,333
| +8% | +$315K | 0.03% | 593 |
|
|
2023
Q2 | $3.75M | Buy |
16,603
+655
| +4% | +$148K | 0.02% | 626 |
|
|
2023
Q1 | $3.06M | Buy |
15,948
+1,188
| +8% | +$228K | 0.02% | 657 |
|
|
2022
Q4 | $2.6M | Sell |
14,760
-62
| -0.4% | -$10.9K | 0.02% | 652 |
|
|
2022
Q3 | $2.53M | Sell |
14,822
-2,761
| -16% | -$471K | 0.02% | 625 |
|
|
2022
Q2 | $3.04M | Sell |
17,583
-1,467
| -8% | -$254K | 0.02% | 535 |
|
|
2022
Q1 | $4.09M | Sell |
19,050
-465
| -2% | -$99.8K | 0.03% | 499 |
|
|
2021
Q4 | $4.46M | Buy |
19,515
+484
| +3% | +$111K | 0.03% | 446 |
|
|
2021
Q3 | $3.81M | Buy |
19,031
+1,421
| +8% | +$285K | 0.03% | 442 |
|
|
2021
Q2 | $3.08M | Buy |
17,610
+1,764
| +11% | +$308K | 0.03% | 499 |
|
|
2021
Q1 | $2.8M | Sell |
15,846
-18,188
| -53% | -$3.21M | 0.03% | 473 |
|
|
2020
Q4 | $7.07M | Buy |
34,034
+3,980
| +13% | +$826K | 0.08% | 225 |
|
|
2020
Q3 | $5.57M | Buy |
30,054
+4,072
| +16% | +$755K | 0.08% | 215 |
|
|
2020
Q2 | $4.42M | Buy |
25,982
+9,146
| +54% | +$1.56M | 0.07% | 237 |
|
|
2020
Q1 | $2.35M | Buy |
16,836
+719
| +4% | +$100K | 0.05% | 272 |
|
|
2019
Q4 | $2.41M | Buy |
16,117
+3,631
| +29% | +$542K | 0.05% | 302 |
|
|
2019
Q3 | $1.98M | Sell |
12,486
-1,126
| -8% | -$178K | 0.06% | 278 |
|
|
2019
Q2 | $1.99M | Buy |
13,612
+7,522
| +124% | +$1.1M | 0.06% | 242 |
|
|
2019
Q1 | $810K | Buy |
6,090
+757
| +14% | +$101K | 0.06% | 244 |
|
|
2018
Q4 | $582K | Buy |
+5,333
| New | +$582K | 0.1% | 222 |
|