Creative Planning’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 | $7.69M | Buy |
24,697
+3,182
| +15% | +$991K | 0.01% | 597 |
|
|
2025
Q1 | $6.4M | Buy |
21,515
+1,956
| +10% | +$582K | 0.01% | 626 |
|
|
2024
Q4 | $5.39M | Buy |
19,559
+2,216
| +13% | +$610K | 0.01% | 636 |
|
|
2024
Q3 | $4.65M | Buy |
17,343
+340
| +2% | +$91.1K | ﹤0.01% | 663 |
|
|
2024
Q2 | $4.58M | Buy |
17,003
+1,080
| +7% | +$291K | ﹤0.01% | 648 |
|
|
2024
Q1 | $3.75M | Buy |
15,923
+1,448
| +10% | +$341K | ﹤0.01% | 708 |
|
|
2023
Q4 | $3.46M | Buy |
14,475
+1,027
| +8% | +$245K | 0.01% | 685 |
|
|
2023
Q3 | $3.18M | Buy |
13,448
+1,927
| +17% | +$455K | ﹤0.01% | 672 |
|
|
2023
Q2 | $2.6M | Buy |
11,521
+2,890
| +33% | +$653K | ﹤0.01% | 715 |
|
|
2023
Q1 | $1.66M | Buy |
8,631
+226
| +3% | +$43.4K | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.48M | Buy |
8,405
+640
| +8% | +$113K | ﹤0.01% | 849 |
|
|
2022
Q3 | $1.32M | Buy |
7,765
+1,453
| +23% | +$248K | ﹤0.01% | 840 |
|
|
2022
Q2 | $1.09M | Buy |
6,312
+228
| +4% | +$39.5K | ﹤0.01% | 932 |
|
|
2022
Q1 | $1.31M | Buy |
6,084
+303
| +5% | +$65K | ﹤0.01% | 865 |
|
|
2021
Q4 | $1.32M | Buy |
5,781
+354
| +7% | +$81K | ﹤0.01% | 831 |
|
|
2021
Q3 | $1.09M | Sell |
5,427
-1,251
| -19% | -$251K | ﹤0.01% | 907 |
|
|
2021
Q2 | $1.17M | Buy |
6,678
+1,517
| +29% | +$265K | ﹤0.01% | 874 |
|
|
2021
Q1 | $912K | Sell |
5,161
-455
| -8% | -$80.4K | ﹤0.01% | 1061 |
|
|
2020
Q4 | $1.17M | Buy |
5,616
+395
| +8% | +$82K | ﹤0.01% | 869 |
|
|
2020
Q3 | $968K | Buy |
5,221
+318
| +6% | +$59K | ﹤0.01% | 807 |
|
|
2020
Q2 | $834K | Sell |
4,903
-181
| -4% | -$30.8K | ﹤0.01% | 801 |
|
|
2020
Q1 | $709K | Sell |
5,084
-292
| -5% | -$40.7K | ﹤0.01% | 780 |
|
|
2019
Q4 | $803K | Sell |
5,376
-342
| -6% | -$51.1K | ﹤0.01% | 885 |
|
|
2019
Q3 | $904K | Buy |
5,718
+339
| +6% | +$53.6K | ﹤0.01% | 800 |
|
|
2019
Q2 | $788K | Buy |
5,379
+419
| +8% | +$61.4K | ﹤0.01% | 858 |
|
|
2019
Q1 | $660K | Buy |
4,960
+405
| +9% | +$53.9K | ﹤0.01% | 900 |
|
|
2018
Q4 | $497K | Buy |
4,555
+1,826
| +67% | +$199K | ﹤0.01% | 963 |
|
|
2018
Q3 | $329K | Buy |
2,729
+84
| +3% | +$10.1K | ﹤0.01% | 1332 |
|
|
2018
Q2 | $285K | Sell |
2,645
-10
| -0.4% | -$1.08K | ﹤0.01% | 1394 |
|
|
2018
Q1 | $276K | Buy |
+2,655
| New | +$276K | ﹤0.01% | 1381 |
|
|
2017
Q3 | – | Sell |
-1,803
| Closed | -$152K | – | 3568 |
|
|
2017
Q2 | $152K | Sell |
1,803
-18
| -1% | -$1.52K | ﹤0.01% | 1675 |
|
|
2017
Q1 | $148K | Sell |
1,821
-111
| -6% | -$9.02K | ﹤0.01% | 1683 |
|
|
2016
Q4 | $157K | Buy |
1,932
+41
| +2% | +$3.33K | ﹤0.01% | 1539 |
|
|
2016
Q3 | $154K | Buy |
1,891
+266
| +16% | +$21.7K | ﹤0.01% | 1557 |
|
|
2016
Q2 | $132K | Buy |
1,625
+354
| +28% | +$28.8K | ﹤0.01% | 1490 |
|
|
2016
Q1 | $102K | Sell |
1,271
-5,677
| -82% | -$456K | ﹤0.01% | 1619 |
|
|
2015
Q4 | $534K | Sell |
6,948
-73
| -1% | -$5.61K | ﹤0.01% | 723 |
|
|
2015
Q3 | $519K | Buy |
+7,021
| New | +$519K | ﹤0.01% | 725 |
|
|
2015
Q2 | – | Sell |
-7,603
| Closed | -$543K | – | 2849 |
|
|
2015
Q1 | $543K | Hold |
7,603
| – | – | 0.01% | 701 |
|
|
2014
Q4 | $487K | Buy |
7,603
+5,750
| +310% | +$368K | 0.01% | 703 |
|
|
2014
Q3 | $113K | Sell |
1,853
-169
| -8% | -$10.3K | ﹤0.01% | 1385 |
|
|
2014
Q2 | $121K | Sell |
2,022
-80
| -4% | -$4.79K | ﹤0.01% | 1313 |
|
|
2014
Q1 | $126K | Hold |
2,102
| – | – | ﹤0.01% | 1251 |
|
|
2013
Q4 | $138K | Sell |
2,102
-420
| -17% | -$27.6K | ﹤0.01% | 1028 |
|
|
2013
Q3 | $164K | Buy |
2,522
+454
| +22% | +$29.5K | ﹤0.01% | 848 |
|
|
2013
Q2 | $123K | Buy |
+2,068
| New | +$123K | ﹤0.01% | 878 |
|