GWA
Gratus Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
1,117
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $332K | Sell |
1,117
-18
| -2% | -$5.36K | 0.05% | 105 |
|
|
2024
Q4 | $313K | Hold |
1,135
| – | – | 0.05% | 109 |
|
|
2024
Q3 | $302K | Hold |
1,135
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $314K | Sell |
1,135
-61
| -5% | -$16.9K | 0.05% | 107 |
|
|
2024
Q1 | $267K | Hold |
1,196
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $286K | Buy |
+1,196
| New | +$286K | 0.06% | 120 |
|