Avantax Advisory Services’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 | $2.53M | Buy |
8,125
+404
| +5% | +$126K | 0.01% | 692 |
|
|
2025
Q1 | $2.3M | Sell |
7,721
-6,463
| -46% | -$1.92M | 0.01% | 683 |
|
|
2024
Q4 | $3.91M | Sell |
14,184
-45
| -0.3% | -$12.4K | 0.02% | 474 |
|
|
2024
Q3 | $3.81M | Buy |
14,229
+234
| +2% | +$62.7K | 0.03% | 477 |
|
|
2024
Q2 | $3.77M | Buy |
13,995
+7,032
| +101% | +$1.9M | 0.03% | 452 |
|
|
2024
Q1 | $1.64M | Buy |
6,963
+34
| +0.5% | +$8.02K | 0.01% | 592 |
|
|
2023
Q4 | $1.66M | Sell |
6,929
-1,484
| -18% | -$354K | 0.02% | 562 |
|
|
2023
Q3 | $1.99M | Sell |
8,413
-474
| -5% | -$112K | 0.02% | 459 |
|
|
2023
Q2 | $2.01M | Sell |
8,887
-303
| -3% | -$68.5K | 0.02% | 450 |
|
|
2023
Q1 | $1.76M | Sell |
9,190
-350
| -4% | -$67.2K | 0.02% | 476 |
|
|
2022
Q4 | $1.68M | Buy |
9,540
+68
| +0.7% | +$12K | 0.02% | 469 |
|
|
2022
Q3 | $1.62M | Sell |
9,472
-23
| -0.2% | -$3.92K | 0.02% | 423 |
|
|
2022
Q2 | $1.64M | Buy |
9,495
+17
| +0.2% | +$2.94K | 0.02% | 424 |
|
|
2022
Q1 | $2.03M | Hold |
9,478
| – | – | 0.03% | 373 |
|
|
2021
Q4 | $2.17M | Buy |
9,478
+29
| +0.3% | +$6.63K | 0.03% | 355 |
|
|
2021
Q3 | $1.89M | Sell |
9,449
-1,953
| -17% | -$391K | 0.03% | 347 |
|
|
2021
Q2 | $1.99M | Sell |
11,402
-473
| -4% | -$82.6K | 0.04% | 324 |
|
|
2021
Q1 | $2.1M | Buy |
11,875
+38
| +0.3% | +$6.71K | 0.05% | 282 |
|
|
2020
Q4 | $2.46M | Sell |
11,837
-135
| -1% | -$28K | 0.06% | 234 |
|
|
2020
Q3 | $2.22M | Buy |
11,972
+256
| +2% | +$47.4K | 0.04% | 347 |
|
|
2020
Q2 | $1.99M | Buy |
11,716
+347
| +3% | +$59.1K | 0.06% | 217 |
|
|
2020
Q1 | $1.58M | Sell |
11,369
-2,856
| -20% | -$398K | 0.05% | 224 |
|
|
2019
Q4 | $2.13M | Sell |
14,225
-3,137
| -18% | -$469K | 0.05% | 198 |
|
|
2019
Q3 | $2.75M | Sell |
17,362
-574
| -3% | -$90.8K | 0.11% | 96 |
|
|
2019
Q2 | $2.63M | Sell |
17,936
-1,039
| -5% | -$152K | 0.12% | 94 |
|
|
2019
Q1 | $2.52M | Sell |
18,975
-505
| -3% | -$67.2K | 0.13% | 85 |
|
|
2018
Q4 | $2.12M | Buy |
+19,480
| New | +$2.12M | 0.36% | 72 |
|