Clearstead Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $316K | Buy |
1,664
+316
| +23% | +$64.1K | ﹤0.01% | 842 |
|
|
2025
Q4 | $302K | Buy |
1,348
+196
| +17% | +$44.2K | ﹤0.01% | 815 |
|
|
2025
Q3 | $290K | Buy |
1,152
+174
| +18% | +$47.8K | ﹤0.01% | 794 |
|
|
2025
Q2 | $305K | Sell |
978
-635
| -39% | -$193K | ﹤0.01% | 753 |
|
|
2025
Q1 | $480K | Buy |
1,613
+2
| +0.1% | +$576 | 0.01% | 591 |
|
|
2024
Q4 | $444K | Hold |
1,611
| – | – | 0.01% | 612 |
|
|
2024
Q3 | $432K | Buy |
1,611
+437
| +37% | +$118K | 0.01% | 608 |
|
|
2024
Q2 | $316K | Buy |
1,174
+679
| +137% | +$166K | 0.01% | 658 |
|
|
2024
Q1 | $122K | Sell |
495
-309
| -38% | -$74.2K | 0.01% | 563 |
|
|
2023
Q4 | $192K | Sell |
804
-953
| -54% | -$226K | 0.01% | 463 |
|
|
2023
Q3 | $415K | Buy |
1,757
+962
| +121% | +$227K | 0.01% | 433 |
|
|
2023
Q2 | $180K | Buy |
795
+332
| +72% | +$69.7K | 0.01% | 445 |
|
|
2023
Q1 | $88.8K | Buy |
+463
| New | +$83.9K | 0.01% | 530 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$5K | – | 1385 |
|
|
2022
Q3 | $5K | Sell |
28
-180
| -87% | -$33.6K | ﹤0.01% | 984 |
|
|
2022
Q2 | $36K | Sell |
208
-265
| -56% | -$49.4K | ﹤0.01% | 693 |
|
|
2022
Q1 | $102K | Buy |
473
+41
| +9% | +$8.08K | 0.01% | 546 |
|
|
2021
Q4 | $99K | Sell |
432
-215
| -33% | -$46.9K | 0.01% | 529 |
|
|
2021
Q3 | $130K | Sell |
647
-8
| -1% | -$1.55K | 0.01% | 432 |
|
|
2021
Q2 | $114K | Buy |
655
+273
| +71% | +$48.4K | 0.01% | 431 |
|
|
2021
Q1 | $67K | Hold |
382
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $79K | Buy |
382
+16
| +4% | +$3.11K | 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 | +$57.4K | 0.01% | 410 |
|
Other funds holding VRSK
VCM
VPM
