B. Riley Wealth Advisors’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 | $211K | Buy |
+677
| New | +$211K | 0.01% | 851 |
|
|
2024
Q4 | $214K | Sell |
776
-19
| -2% | -$5.23K | 0.01% | 1017 |
|
|
2024
Q3 | $214K | Sell |
795
-233
| -23% | -$62.6K | 0.01% | 1109 |
|
|
2024
Q2 | $277K | Sell |
1,028
-595
| -37% | -$160K | 0.01% | 1068 |
|
|
2024
Q1 | $383K | Buy |
1,623
+370
| +30% | +$87.4K | 0.01% | 930 |
|
|
2023
Q4 | $299K | Sell |
1,253
-370
| -23% | -$88.4K | 0.01% | 1056 |
|
|
2023
Q3 | $383K | Buy |
+1,623
| New | +$383K | 0.01% | 930 |
|
|
2022
Q3 | – | Sell |
-1,455
| Closed | -$252K | – | 1536 |
|
|
2022
Q2 | $252K | Buy |
1,455
+91
| +7% | +$15.8K | 0.01% | 953 |
|
|
2022
Q1 | $294K | Buy |
+1,364
| New | +$294K | 0.01% | 1020 |
|
|
2021
Q2 | – | Sell |
-2,361
| Closed | -$419K | – | 1473 |
|
|
2021
Q1 | $419K | Buy |
2,361
+655
| +38% | +$116K | 0.01% | 825 |
|
|
2020
Q4 | $355K | Sell |
1,706
-939
| -36% | -$195K | 0.02% | 668 |
|
|
2020
Q3 | $316K | Buy |
2,645
+144
| +6% | +$17.2K | 0.02% | 702 |
|
|
2020
Q2 | $267K | Buy |
+2,501
| New | +$267K | 0.02% | 672 |
|
|
2020
Q1 | – | Sell |
-1,523
| Closed | -$230K | – | 901 |
|
|
2019
Q4 | $230K | Sell |
1,523
-2,157
| -59% | -$326K | 0.02% | 715 |
|
|
2019
Q3 | $584K | Buy |
3,680
+787
| +27% | +$125K | 0.06% | 353 |
|
|
2019
Q2 | $425K | Buy |
2,893
+898
| +45% | +$132K | 0.05% | 435 |
|
|
2019
Q1 | $267K | Buy |
+1,995
| New | +$267K | 0.03% | 551 |
|
|
2014
Q3 | – | Sell |
-260
| Closed | -$15.6K | – | 1866 |
|
|
2014
Q2 | $15.6K | Buy |
+260
| New | +$15.6K | ﹤0.01% | 1581 |
|