Icon Wealth Partners’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $666K | Sell |
2,820
-70
| -2% | -$16.5K | 0.08% | 145 |
|
|
2023
Q2 | $653K | Sell |
2,890
-436
| -13% | -$98.6K | 0.07% | 168 |
|
|
2023
Q1 | $638K | Buy |
+3,326
| New | +$638K | 0.07% | 172 |
|
|
2022
Q2 | $666K | Sell |
3,848
-935
| -20% | -$162K | 0.08% | 172 |
|
|
2022
Q1 | $1.03M | Sell |
4,783
-4,107
| -46% | -$882K | 0.1% | 144 |
|
|
2021
Q4 | $2.03M | Buy |
8,890
+53
| +0.6% | +$12.1K | 0.2% | 109 |
|
|
2021
Q3 | $1.77M | Buy |
8,837
+484
| +6% | +$96.9K | 0.19% | 118 |
|
|
2021
Q2 | $1.46M | Buy |
8,353
+966
| +13% | +$169K | 0.16% | 129 |
|
|
2021
Q1 | $1.31M | Buy |
7,387
+1,595
| +28% | +$282K | 0.16% | 120 |
|
|
2020
Q4 | $1.2M | Buy |
5,792
+1,239
| +27% | +$257K | 0.19% | 104 |
|
|
2020
Q3 | $844K | Buy |
+4,553
| New | +$844K | 0.16% | 106 |
|
|
2019
Q2 | – | Sell |
-660
| Closed | -$88K | – | 761 |
|
|
2019
Q1 | $88K | Buy |
+660
| New | +$88K | 0.03% | 248 |
|
|
2018
Q3 | – | Sell |
-764
| Closed | -$82K | – | 715 |
|
|
2018
Q2 | $82K | Buy |
+764
| New | +$82K | 0.03% | 281 |
|
|
2018
Q1 | – | Sell |
-635
| Closed | -$61K | – | 722 |
|
|
2017
Q4 | $61K | Buy |
+635
| New | +$61K | 0.03% | 368 |
|