Financial Advocates Investment Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,656
| Closed | -$493K | – | 756 |
|
2025
Q1 | $493K | Sell |
1,656
-2
| -0.1% | -$595 | 0.03% | 425 |
|
2024
Q4 | $456K | Sell |
1,658
-1
| -0.1% | -$275 | 0.03% | 478 |
|
2024
Q3 | $444K | Buy |
1,659
+92
| +6% | +$24.6K | 0.03% | 488 |
|
2024
Q2 | $422K | Buy |
1,567
+606
| +63% | +$163K | 0.03% | 472 |
|
2024
Q1 | $227K | Hold |
961
| – | – | 0.01% | 681 |
|
2023
Q4 | $229K | Buy |
961
+107
| +13% | +$25.5K | 0.02% | 652 |
|
2023
Q3 | $202K | Buy |
+854
| New | +$202K | 0.01% | 652 |
|