HBK Sorce Advisory’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 | $207K | Sell |
666
-6
| -0.9% | -$1.87K | 0.01% | 541 |
|
|
2025
Q1 | $200K | Buy |
+672
| New | +$200K | 0.01% | 544 |
|
|
2024
Q3 | – | Sell |
-743
| Closed | -$200K | – | 602 |
|
|
2024
Q2 | $200K | Buy |
+743
| New | +$200K | 0.01% | 527 |
|
|
2021
Q3 | – | Sell |
-1,155
| Closed | -$202K | – | 617 |
|
|
2021
Q2 | $202K | Sell |
1,155
-853
| -42% | -$149K | 0.01% | 555 |
|
|
2021
Q1 | $355K | Buy |
2,008
+19
| +1% | +$3.36K | 0.02% | 368 |
|
|
2020
Q4 | $413K | Sell |
1,989
-53
| -3% | -$11K | 0.03% | 307 |
|
|
2020
Q3 | $378K | Buy |
2,042
+793
| +63% | +$147K | 0.03% | 310 |
|
|
2020
Q2 | $213K | Sell |
1,249
-251
| -17% | -$42.8K | 0.02% | 394 |
|
|
2020
Q1 | $209K | Buy |
1,500
+47
| +3% | +$6.55K | 0.02% | 354 |
|
|
2019
Q4 | $217K | Buy |
1,453
+39
| +3% | +$5.83K | 0.02% | 398 |
|
|
2019
Q3 | $224K | Sell |
1,414
-74
| -5% | -$11.7K | 0.02% | 376 |
|
|
2019
Q2 | $218K | Sell |
1,488
-351
| -19% | -$51.4K | 0.02% | 374 |
|
|
2019
Q1 | $245K | Buy |
+1,839
| New | +$245K | 0.02% | 370 |
|