EverSource Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $442K | Buy |
1,419
+421
| +42% | +$131K | 0.02% | 505 |
|
2025
Q1 | $297K | Sell |
998
-125
| -11% | -$37.2K | 0.02% | 532 |
|
2024
Q4 | $309K | Buy |
1,123
+615
| +121% | +$169K | 0.02% | 495 |
|
2024
Q3 | $136K | Buy |
508
+98
| +24% | +$26.3K | 0.01% | 693 |
|
2024
Q2 | $107K | Buy |
410
+147
| +56% | +$38.4K | 0.01% | 769 |
|
2024
Q1 | $57.4K | Buy |
263
+42
| +19% | +$9.17K | ﹤0.01% | 918 |
|
2023
Q4 | $52.9K | Buy |
221
+45
| +26% | +$10.8K | ﹤0.01% | 877 |
|
2023
Q3 | $41.6K | Sell |
176
-48
| -21% | -$11.4K | ﹤0.01% | 886 |
|
2023
Q2 | $50.7K | Buy |
224
+54
| +32% | +$12.2K | 0.01% | 832 |
|
2023
Q1 | $32.6K | Buy |
170
+109
| +179% | +$20.9K | ﹤0.01% | 936 |
|
2022
Q4 | $10.8K | Sell |
61
-17
| -22% | -$3K | ﹤0.01% | 1305 |
|
2022
Q3 | $14K | Buy |
78
+48
| +160% | +$8.62K | ﹤0.01% | 1030 |
|
2022
Q2 | $5K | Sell |
30
-9
| -23% | -$1.5K | ﹤0.01% | 1294 |
|
2022
Q1 | $8K | Buy |
39
+14
| +56% | +$2.87K | ﹤0.01% | 1106 |
|
2021
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 1209 |
|