Clearstead 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 | $305K | Sell |
978
-635
| -39% | -$198K | ﹤0.01% | 750 |
|
|
2025
Q1 | $480K | Buy |
1,613
+2
| +0.1% | +$595 | 0.01% | 589 |
|
|
2024
Q4 | $444K | Hold |
1,611
| – | – | 0.01% | 611 |
|
|
2024
Q3 | $432K | Buy |
1,611
+437
| +37% | +$117K | 0.01% | 607 |
|
|
2024
Q2 | $316K | Buy |
1,174
+679
| +137% | +$183K | 0.01% | 658 |
|
|
2024
Q1 | $122K | Sell |
495
-309
| -38% | -$76.1K | 0.01% | 563 |
|
|
2023
Q4 | $192K | Sell |
804
-953
| -54% | -$228K | 0.01% | 461 |
|
|
2023
Q3 | $415K | Buy |
1,757
+962
| +121% | +$227K | 0.01% | 433 |
|
|
2023
Q2 | $180K | Buy |
795
+332
| +72% | +$75K | 0.01% | 445 |
|
|
2023
Q1 | $88.8K | Buy |
+463
| New | +$88.8K | 0.01% | 530 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$5K | – | 1383 |
|
|
2022
Q3 | $5K | Sell |
28
-180
| -87% | -$32.1K | ﹤0.01% | 982 |
|
|
2022
Q2 | $36K | Sell |
208
-265
| -56% | -$45.9K | ﹤0.01% | 691 |
|
|
2022
Q1 | $102K | Buy |
473
+41
| +9% | +$8.84K | 0.01% | 544 |
|
|
2021
Q4 | $99K | Sell |
432
-215
| -33% | -$49.3K | 0.01% | 525 |
|
|
2021
Q3 | $130K | Sell |
647
-8
| -1% | -$1.61K | 0.01% | 430 |
|
|
2021
Q2 | $114K | Buy |
655
+273
| +71% | +$47.5K | 0.01% | 431 |
|
|
2021
Q1 | $67K | Hold |
382
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $79K | Buy |
382
+16
| +4% | +$3.31K | 0.01% | 452 |
|
|
2020
Q3 | $68K | Hold |
366
| – | – | 0.01% | 423 |
|
|
2020
Q2 | $62K | Hold |
366
| – | – | 0.01% | 409 |
|
|
2020
Q1 | $51K | Buy |
+366
| New | +$51K | 0.01% | 409 |
|