Allworth Financial’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 | $523K | Buy |
1,680
+31
| +2% | +$9.66K | ﹤0.01% | 825 |
|
|
2025
Q1 | $475K | Buy |
1,649
+30
| +2% | +$8.65K | ﹤0.01% | 695 |
|
|
2024
Q4 | $452K | Buy |
1,619
+104
| +7% | +$29.1K | ﹤0.01% | 714 |
|
|
2024
Q3 | $406K | Sell |
1,515
-110
| -7% | -$29.5K | ﹤0.01% | 630 |
|
|
2024
Q2 | $450K | Buy |
1,625
+66
| +4% | +$18.3K | ﹤0.01% | 595 |
|
|
2024
Q1 | $368K | Buy |
1,559
+40
| +3% | +$9.43K | ﹤0.01% | 628 |
|
|
2023
Q4 | $363K | Buy |
1,519
+12
| +0.8% | +$2.87K | ﹤0.01% | 597 |
|
|
2023
Q3 | $356K | Buy |
1,507
+226
| +18% | +$53.4K | ﹤0.01% | 566 |
|
|
2023
Q2 | $290K | Buy |
1,281
+34
| +3% | +$7.69K | ﹤0.01% | 609 |
|
|
2023
Q1 | $239K | Sell |
1,247
-37
| -3% | -$7.1K | ﹤0.01% | 615 |
|
|
2022
Q4 | $227K | Sell |
1,284
-77
| -6% | -$13.6K | ﹤0.01% | 604 |
|
|
2022
Q3 | $232K | Buy |
1,361
+127
| +10% | +$21.6K | ﹤0.01% | 562 |
|
|
2022
Q2 | $214K | Sell |
1,234
-70
| -5% | -$12.1K | ﹤0.01% | 543 |
|
|
2022
Q1 | $280K | Buy |
1,304
+125
| +11% | +$26.8K | ﹤0.01% | 495 |
|
|
2021
Q4 | $270K | Buy |
1,179
+41
| +4% | +$9.39K | ﹤0.01% | 466 |
|
|
2021
Q3 | $228K | Buy |
1,138
+71
| +7% | +$14.2K | ﹤0.01% | 454 |
|
|
2021
Q2 | $186K | Hold |
1,067
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $189K | Buy |
1,067
+982
| +1,155% | +$174K | ﹤0.01% | 360 |
|
|
2020
Q4 | $18K | Buy |
85
+18
| +27% | +$3.81K | ﹤0.01% | 698 |
|
|
2020
Q3 | $12K | Hold |
67
| – | – | ﹤0.01% | 680 |
|
|
2020
Q2 | $11K | Sell |
67
-1,000
| -94% | -$164K | ﹤0.01% | 711 |
|
|
2020
Q1 | $148K | Buy |
1,067
+1,000
| +1,493% | +$139K | ﹤0.01% | 269 |
|
|
2019
Q4 | $10K | Hold |
67
| – | – | ﹤0.01% | 656 |
|
|
2019
Q3 | $11K | Buy |
+67
| New | +$11K | ﹤0.01% | 569 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$11K | – | 1047 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2018
Q3 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 530 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 1025 |
|
|
2018
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 881 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 706 |
|