Heritage Wealth Advisors’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
$48.9K Hold
157
﹤0.01% 298
2025
Q1
$46.7K Hold
157
﹤0.01% 306
2024
Q4
$43.2K Hold
157
﹤0.01% 323
2024
Q3
$42.1K Hold
157
﹤0.01% 341
2024
Q2
$42.3K Hold
157
﹤0.01% 325
2024
Q1
$37K Hold
157
﹤0.01% 353
2023
Q4
$37.5K Hold
157
﹤0.01% 359
2023
Q3
$37.1K Hold
157
﹤0.01% 328
2023
Q2
$35.5K Sell
157
-10
-6% -$2.26K ﹤0.01% 358
2023
Q1
$32K Sell
167
-87
-34% -$16.7K ﹤0.01% 366
2022
Q4
$44.8K Buy
+254
New +$44.8K ﹤0.01% 332