HBK Sorce Advisory’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
Q3
Sell
2025
Q2
$207K Sell
2025
Q1
$200K Buy
2024
Q3
Sell
2024
Q2
$200K Buy
2021
Q3
Sell
2021
Q2
$202K Sell
2021
Q1
$355K Buy
2020
Q4
$413K Sell
2020
Q3
$378K Buy
2020
Q2
$213K Sell
2020
Q1
$209K Buy
2019
Q4
$217K Buy
2019
Q3
$224K Sell
2019
Q2
$218K Sell
2019
Q1
$245K Buy