Exencial Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $3.84M | Buy |
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|
2022
Q3 | $3.34M | Buy |
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|
2022
Q2 | $3.31M | Sell |
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|
2022
Q1 | $4.13M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $3.12M | Buy |
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|
2020
Q4 | $871K | Hold |
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|
2020
Q3 | $777K | Hold |
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|
2020
Q2 | $714K | Hold |
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|
2020
Q1 | $585K | Hold |
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|
2019
Q4 | $626K | Hold |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $628K | Hold |
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|
2019
Q1 | $570K | Sell |
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|
2018
Q4 | $498K | Sell |
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|
2018
Q3 | $3.46M | Sell |
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|
2018
Q2 | $3.24M | Sell |
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|
2018
Q1 | $3.15M | Buy |
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|
2017
Q4 | $2.84M | Sell |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $2.21M | Buy |
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|
2016
Q4 | $2.17M | Sell |
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|
2016
Q3 | $2.25M | Sell |
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|
2016
Q2 | $2.42M | Sell |
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|
2016
Q1 | $2.44M | Sell |
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|
2015
Q4 | $2.4M | Buy |
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|
2015
Q3 | $2.35M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.35M | Buy |
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|
2014
Q4 | $1.98M | Sell |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $1.92M | Buy |
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|
2014
Q1 | $1.82M | Buy |
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