CIA
Concurrent Investment Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
2,583
-383
| -13% | -$119K | 0.02% | 666 |
|
|
2025
Q1 | $883K | Buy |
2,966
+1,591
| +116% | +$474K | 0.02% | 577 |
|
|
2024
Q4 | $379K | Sell |
1,375
-35
| -2% | -$9.64K | 0.01% | 746 |
|
|
2024
Q3 | $378K | Buy |
1,410
+130
| +10% | +$34.8K | 0.01% | 695 |
|
|
2024
Q2 | $345K | Buy |
1,280
+314
| +33% | +$84.7K | 0.01% | 686 |
|
|
2024
Q1 | $228K | Buy |
966
+110
| +13% | +$25.9K | 0.01% | 751 |
|
|
2023
Q4 | $204K | Buy |
+856
| New | +$204K | 0.01% | 758 |
|