Clearstead Trust’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 | $60.1K | Buy |
193
+8
| +4% | +$2.49K | 0.01% | 293 |
|
|
2025
Q1 | $55.1K | Buy |
185
+60
| +48% | +$17.9K | 0.01% | 264 |
|
|
2024
Q4 | $34.4K | Hold |
125
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $33.5K | Hold |
125
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $33.7K | Sell |
125
-42
| -25% | -$11.3K | 0.01% | 269 |
|
|
2024
Q1 | $39.4K | Hold |
167
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $39.9K | Hold |
167
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $39.5K | Hold |
167
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $37.7K | Hold |
167
| – | – | 0.01% | 225 |
|
|
2023
Q1 | $32K | Hold |
167
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $29K | Hold |
167
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $28K | Buy |
+167
| New | +$28K | 0.01% | 235 |
|