Dynamic Advisor Solutions’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,256
| Closed | -$532K | – | 1003 |
|
|
2024
Q1 | $532K | Buy |
2,256
+17
| +0.8% | +$4.08K | 0.02% | 587 |
|
|
2023
Q4 | $523K | Sell |
2,239
-11
| -0.5% | -$2.6K | 0.02% | 566 |
|
|
2023
Q3 | $532K | Buy |
2,250
+97
| +5% | +$22.9K | 0.03% | 503 |
|
|
2023
Q2 | $487K | Buy |
2,153
+7
| +0.3% | +$1.47K | 0.03% | 506 |
|
|
2023
Q1 | $412K | Sell |
2,146
-17
| -0.8% | -$3.08K | 0.02% | 518 |
|
|
2022
Q4 | $382K | Sell |
2,163
-164
| -7% | -$28.8K | 0.03% | 505 |
|
|
2022
Q3 | $397K | Buy |
2,327
+12
| +0.5% | +$2.24K | 0.03% | 443 |
|
|
2022
Q2 | $401K | Sell |
2,315
-8
| -0.3% | -$1.49K | 0.03% | 457 |
|
|
2022
Q1 | $499K | Sell |
2,323
-34
| -1% | -$6.7K | 0.03% | 438 |
|
|
2021
Q4 | $539K | Buy |
2,357
+157
| +7% | +$34.3K | 0.04% | 405 |
|
|
2021
Q3 | $441K | Buy |
2,200
+116
| +6% | +$22.5K | 0.03% | 479 |
|
|
2021
Q2 | $364K | Buy |
2,084
+55
| +3% | +$9.76K | 0.03% | 498 |
|
|
2021
Q1 | $359K | Sell |
2,029
-217
| -10% | -$39.7K | 0.03% | 463 |
|
|
2020
Q4 | $466K | Buy |
2,246
+39
| +2% | +$7.58K | 0.04% | 375 |
|
|
2020
Q3 | $409K | Buy |
2,207
+7
| +0.3% | +$1.28K | 0.05% | 354 |
|
|
2020
Q2 | $374K | Hold |
2,200
| – | – | 0.05% | 342 |
|
|
2020
Q1 | $307K | Hold |
2,200
| – | – | 0.06% | 333 |
|
|
2019
Q4 | $329K | Buy |
2,200
+100
| +5% | +$14.8K | 0.04% | 394 |
|
|
2019
Q3 | $332K | Hold |
2,100
| – | – | 0.05% | 356 |
|
|
2019
Q2 | $308K | Hold |
2,100
| – | – | 0.05% | 357 |
|
|
2019
Q1 | $279K | Hold |
2,100
| – | – | 0.05% | 318 |
|
|
2018
Q4 | $246K | Hold |
2,100
| – | – | 0.05% | 318 |
|
|
2018
Q3 | $253K | Hold |
2,100
| – | – | 0.05% | 336 |
|
|
2018
Q2 | $226K | Hold |
2,100
| – | – | 0.05% | 351 |
|
|
2018
Q1 | $218K | Buy |
+2,100
| New | +$210K | 0.06% | 321 |
|
Other funds holding VRSK
