FDx Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,485
| Closed | -$350K | – | 349 |
|
|
2024
Q1 | $350K | Sell |
1,485
-513
| -26% | -$121K | 0.05% | 258 |
|
|
2023
Q4 | $477K | Sell |
1,998
-1,426
| -42% | -$340K | 0.04% | 400 |
|
|
2023
Q3 | $809K | Sell |
3,424
-35
| -1% | -$8.27K | 0.07% | 259 |
|
|
2023
Q2 | $782K | Buy |
3,459
+1,656
| +92% | +$374K | 0.04% | 354 |
|
|
2023
Q1 | $318K | Hold |
1,803
| – | – | 0.01% | 549 |
|
|
2022
Q4 | $318K | Sell |
1,803
-189
| -9% | -$33.3K | 0.01% | 549 |
|
|
2022
Q3 | $340K | Sell |
1,992
-2,568
| -56% | -$438K | 0.02% | 511 |
|
|
2022
Q2 | $789K | Sell |
4,560
-610
| -12% | -$106K | 0.03% | 364 |
|
|
2022
Q1 | $1.11M | Sell |
5,170
-4,470
| -46% | -$960K | 0.04% | 308 |
|
|
2021
Q4 | $2.21M | Sell |
9,640
-14
| -0.1% | -$3.2K | 0.06% | 223 |
|
|
2021
Q3 | $1.93M | Buy |
9,654
+521
| +6% | +$104K | 0.06% | 215 |
|
|
2021
Q2 | $1.6M | Buy |
9,133
+1,401
| +18% | +$245K | 0.05% | 237 |
|
|
2021
Q1 | $1.37M | Buy |
7,732
+734
| +10% | +$130K | 0.05% | 226 |
|
|
2020
Q4 | $1.45M | Buy |
6,998
+1,581
| +29% | +$328K | 0.06% | 207 |
|
|
2020
Q3 | $1M | Buy |
5,417
+3,905
| +258% | +$724K | 0.05% | 236 |
|
|
2020
Q2 | $257K | Sell |
1,512
-4,314
| -74% | -$733K | 0.01% | 473 |
|
|
2020
Q1 | $812K | Sell |
5,826
-241
| -4% | -$33.6K | 0.05% | 223 |
|
|
2019
Q4 | $906K | Sell |
6,067
-265
| -4% | -$39.6K | 0.05% | 235 |
|
|
2019
Q3 | $1M | Sell |
6,332
-2,919
| -32% | -$461K | 0.07% | 211 |
|
|
2019
Q2 | $1.36M | Buy |
9,251
+1,332
| +17% | +$195K | 0.05% | 259 |
|
|
2019
Q1 | $1.05M | Buy |
7,919
+1,210
| +18% | +$161K | 0.04% | 283 |
|
|
2018
Q4 | $732K | Sell |
6,709
-571
| -8% | -$62.3K | 0.06% | 236 |
|
|
2018
Q3 | $878K | Buy |
7,280
+1,149
| +19% | +$139K | 0.03% | 367 |
|
|
2018
Q2 | $660K | Sell |
6,131
-3,241
| -35% | -$349K | 0.02% | 466 |
|
|
2018
Q1 | $975K | Sell |
9,372
-3,697
| -28% | -$385K | 0.03% | 526 |
|
|
2017
Q4 | $1.26M | Sell |
13,069
-668
| -5% | -$64.1K | 0.03% | 471 |
|
|
2017
Q3 | $1.14M | Sell |
13,737
-586
| -4% | -$48.8K | 0.03% | 481 |
|
|
2017
Q2 | $1.21M | Buy |
14,323
+2,336
| +19% | +$197K | 0.04% | 459 |
|
|
2017
Q1 | $973K | Sell |
11,987
-2,360
| -16% | -$192K | 0.03% | 534 |
|
|
2016
Q4 | $1.17M | Buy |
14,347
+3,561
| +33% | +$289K | 0.03% | 476 |
|
|
2016
Q3 | $877K | Buy |
10,786
+4,251
| +65% | +$346K | 0.04% | 426 |
|
|
2016
Q2 | $530K | Sell |
6,535
-114
| -2% | -$9.25K | 0.02% | 574 |
|
|
2016
Q1 | $531K | Sell |
6,649
-5,008
| -43% | -$400K | 0.02% | 563 |
|
|
2015
Q4 | $896K | Buy |
11,657
+761
| +7% | +$58.5K | 0.04% | 378 |
|
|
2015
Q3 | $805K | Buy |
10,896
+3,061
| +39% | +$226K | 0.07% | 309 |
|
|
2015
Q2 | $563K | Buy |
7,835
+4,435
| +130% | +$319K | 0.03% | 533 |
|
|
2015
Q1 | $242K | Buy |
+3,400
| New | +$242K | 0.01% | 1336 |
|
|
2014
Q4 | – | Sell |
-3,594
| Closed | -$219K | – | 956 |
|
|
2014
Q3 | $219K | Sell |
3,594
-446
| -11% | -$27.2K | 0.01% | 886 |
|
|
2014
Q2 | $242K | Buy |
+4,040
| New | +$242K | 0.02% | 874 |
|