Icon 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 | $154K | Sell |
493
-91
| -16% | -$28.3K | 0.01% | 415 |
|
|
2025
Q1 | $174K | Sell |
584
-251
| -30% | -$74.7K | 0.01% | 385 |
|
|
2024
Q4 | $230K | Sell |
835
-43
| -5% | -$11.9K | 0.02% | 347 |
|
|
2024
Q3 | $235K | Sell |
878
-315
| -26% | -$84.5K | 0.02% | 327 |
|
|
2024
Q2 | $312K | Buy |
1,193
+20
| +2% | +$5.24K | 0.03% | 276 |
|
|
2024
Q1 | $277K | Sell |
1,173
-1,450
| -55% | -$342K | 0.03% | 294 |
|
|
2023
Q4 | $627K | Buy |
+2,623
| New | +$627K | 0.07% | 165 |
|
|
2022
Q4 | $621K | Sell |
3,518
-252
| -7% | -$44.5K | 0.07% | 174 |
|
|
2022
Q3 | $643K | Buy |
+3,770
| New | +$643K | 0.08% | 169 |
|