Axxcess Wealth Management’s Verisk Analytics VRSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
699
-1,215
-63% -$378K 0.01% 823
2025
Q1
$570K Buy
1,914
+724
+61% +$215K 0.02% 517
2024
Q4
$328K Sell
1,190
-798
-40% -$220K 0.01% 651
2024
Q3
$533K Sell
1,988
-55
-3% -$14.7K 0.01% 534
2024
Q2
$551K Buy
2,043
+758
+59% +$204K 0.01% 503
2024
Q1
$303K Sell
1,285
-905
-41% -$213K 0.01% 659
2023
Q4
$523K Sell
2,190
-720
-25% -$172K 0.02% 501
2023
Q3
$687K Buy
+2,910
New +$687K 0.02% 389
2022
Q2
Sell
-1,020
Closed -$219K 675
2022
Q1
$219K Buy
+1,020
New +$219K 0.02% 556