Capital Asset 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
Sell
-1,190
Closed -$357K 303
2025
Q1
$357K Hold
1,190
0.02% 204
2024
Q4
$329K Sell
1,190
-18
-1% -$4.97K 0.02% 239
2024
Q3
$329K Sell
1,208
-55
-4% -$15K 0.02% 240
2024
Q2
$348K Sell
1,263
-22
-2% -$6.06K 0.02% 230
2024
Q1
$292K Sell
1,285
-905
-41% -$206K 0.02% 245
2023
Q4
$523K Sell
2,190
-611
-22% -$146K 0.03% 190
2023
Q3
$688K Sell
2,801
-539
-16% -$132K 0.05% 157
2023
Q2
$764K Sell
3,340
-29
-0.9% -$6.64K 0.05% 154
2023
Q1
$646K Sell
3,369
-153
-4% -$29.4K 0.05% 173
2022
Q4
$635K Sell
3,522
-2,677
-43% -$483K 0.05% 173
2022
Q3
$1.06M Sell
6,199
-1,686
-21% -$287K 0.14% 86
2022
Q2
$1.37M Buy
7,885
+1,805
+30% +$312K 0.15% 88
2022
Q1
$1.31M Buy
6,080
+1,873
+45% +$402K 0.14% 94
2021
Q4
$962K Buy
4,207
+1,312
+45% +$300K 0.1% 143
2021
Q3
$580K Buy
+2,895
New +$580K 0.06% 230
2021
Q1
Sell
-279
Closed -$58K 1484
2020
Q4
$58K Buy
+279
New +$58K 0.01% 579