Cary Street Partners Investment Advisory’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 | $107K | Buy |
343
+25
| +8% | +$7.8K | 0.05% | 319 |
|
|
2025
Q1 | $94.6K | Buy |
318
+101
| +47% | +$30.1K | 0.05% | 300 |
|
|
2024
Q4 | $59.8K | Sell |
217
-977
| -82% | -$269K | 0.04% | 302 |
|
|
2024
Q3 | $320K | Buy |
1,194
+104
| +10% | +$27.9K | 0.01% | 610 |
|
|
2024
Q2 | $294K | Buy |
+1,090
| New | +$294K | 0.01% | 600 |
|
|
2023
Q4 | – | Sell |
-501
| Closed | -$118K | – | 1764 |
|
|
2023
Q3 | $118K | Buy |
501
+163
| +48% | +$38.5K | 0.01% | 664 |
|
|
2023
Q2 | $76.4K | Buy |
338
+50
| +17% | +$11.3K | ﹤0.01% | 712 |
|
|
2023
Q1 | $55.3K | Sell |
288
-19
| -6% | -$3.65K | ﹤0.01% | 719 |
|
|
2022
Q4 | $54.2K | Buy |
+307
| New | +$54.2K | ﹤0.01% | 723 |
|
|
2022
Q3 | – | Sell |
-832
| Closed | -$144K | – | 572 |
|
|
2022
Q2 | $144K | Buy |
+832
| New | +$144K | 0.01% | 470 |
|
|
2020
Q4 | – | Sell |
-19,715
| Closed | -$3.65M | – | 862 |
|
|
2020
Q3 | $3.65M | Buy |
+19,715
| New | +$3.65M | 0.77% | 36 |
|