IFP 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 | $104K | Sell |
312
-41
| -12% | -$13.7K | ﹤0.01% | 1612 |
|
2025
Q1 | $105K | Buy |
353
+47
| +15% | +$14K | ﹤0.01% | 1502 |
|
2024
Q4 | $84.3K | Sell |
306
-44
| -13% | -$12.1K | ﹤0.01% | 1557 |
|
2024
Q3 | $93.8K | Sell |
350
-119
| -25% | -$31.9K | ﹤0.01% | 1435 |
|
2024
Q2 | $126K | Buy |
469
+53
| +13% | +$14.3K | 0.01% | 1260 |
|
2024
Q1 | $98.1K | Buy |
416
+67
| +19% | +$15.8K | ﹤0.01% | 1301 |
|
2023
Q4 | $83.4K | Buy |
349
+133
| +62% | +$31.8K | ﹤0.01% | 1327 |
|
2023
Q3 | $51K | Sell |
216
-492
| -69% | -$116K | ﹤0.01% | 1545 |
|
2023
Q2 | $160K | Sell |
708
-108
| -13% | -$24.4K | 0.01% | 1130 |
|
2023
Q1 | $51.8K | Sell |
816
-404
| -33% | -$25.6K | ﹤0.01% | 1556 |
|
2022
Q4 | $161K | Buy |
1,220
+49
| +4% | +$6.47K | ﹤0.01% | 1464 |
|
2022
Q3 | $159K | Buy |
1,171
+214
| +22% | +$29.1K | ﹤0.01% | 1555 |
|
2022
Q2 | $144K | Hold |
957
| – | – | ﹤0.01% | 1476 |
|
2022
Q1 | $144K | Sell |
957
-787
| -45% | -$118K | ﹤0.01% | 1476 |
|
2021
Q4 | $422K | Sell |
1,744
-185
| -10% | -$44.8K | 0.01% | 648 |
|
2021
Q3 | $402K | Sell |
1,929
-296
| -13% | -$61.7K | 0.01% | 634 |
|
2021
Q2 | $381K | Sell |
2,225
-221
| -9% | -$37.8K | 0.01% | 634 |
|
2021
Q1 | $429K | Buy |
2,446
+685
| +39% | +$120K | 0.01% | 570 |
|
2020
Q4 | $365K | Buy |
1,761
+707
| +67% | +$147K | 0.01% | 596 |
|
2020
Q3 | $196K | Sell |
1,054
-19
| -2% | -$3.53K | 0.01% | 713 |
|
2020
Q2 | $175K | Sell |
1,073
-51
| -5% | -$8.32K | 0.01% | 716 |
|
2020
Q1 | $157K | Sell |
1,124
-51
| -4% | -$7.12K | 0.02% | 656 |
|
2019
Q4 | $171K | Buy |
1,175
+388
| +49% | +$56.5K | 0.01% | 726 |
|
2019
Q3 | $117K | Buy |
+787
| New | +$117K | 0.01% | 992 |
|
2019
Q1 | – | Sell |
-998
| Closed | -$108K | – | 3409 |
|
2018
Q4 | $108K | Buy |
998
+195
| +24% | +$21.1K | 0.01% | 1149 |
|
2018
Q3 | $97K | Buy |
803
+609
| +314% | +$73.6K | ﹤0.01% | 1481 |
|
2018
Q2 | $21K | Buy |
194
+57
| +42% | +$6.17K | ﹤0.01% | 2410 |
|
2018
Q1 | $13K | Hold |
137
| – | – | ﹤0.01% | 2643 |
|
2017
Q4 | $13K | Buy |
137
+61
| +80% | +$5.79K | ﹤0.01% | 2640 |
|
2017
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 3294 |
|
2017
Q2 | $6K | Sell |
76
-45
| -37% | -$3.55K | ﹤0.01% | 3296 |
|
2017
Q1 | $10K | Sell |
121
-37
| -23% | -$3.06K | ﹤0.01% | 2898 |
|
2016
Q4 | $13K | Buy |
158
+5
| +3% | +$411 | ﹤0.01% | 2744 |
|
2016
Q3 | $12K | Buy |
153
+22
| +17% | +$1.73K | ﹤0.01% | 2717 |
|
2016
Q2 | $11K | Buy |
+131
| New | +$11K | ﹤0.01% | 2685 |
|
2016
Q1 | – | Sell |
-1,009
| Closed | -$78K | – | 3449 |
|
2015
Q4 | $78K | Buy |
+1,009
| New | +$78K | 0.01% | 1316 |
|