AWA
Amplius Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
13,033
+4,153
| +47% | +$1.29M | 0.38% | 41 |
|
|
2025
Q1 | $2.64M | Buy |
8,880
+474
| +6% | +$141K | 0.27% | 47 |
|
|
2024
Q4 | $2.32M | Sell |
8,406
-81
| -1% | -$22.3K | 0.24% | 47 |
|
|
2024
Q3 | $2.27M | Sell |
8,487
-7
| -0.1% | -$1.88K | 0.25% | 46 |
|
|
2024
Q2 | $2.29M | Buy |
+8,494
| New | +$2.29M | 0.25% | 49 |
|
|
2022
Q1 | – | Sell |
-64
| Closed | -$14K | – | 900 |
|
|
2021
Q4 | $14K | Buy |
+64
| New | +$14K | ﹤0.01% | 542 |
|