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