JFS 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 | $19K | Sell |
61
-2
| -3% | -$623 | ﹤0.01% | 666 |
|
|
2025
Q1 | $18.8K | Sell |
63
-4
| -6% | -$1.19K | ﹤0.01% | 676 |
|
|
2024
Q4 | $18.5K | Sell |
67
-3
| -4% | -$826 | ﹤0.01% | 668 |
|
|
2024
Q3 | $18.8K | Buy |
70
+2
| +3% | +$536 | ﹤0.01% | 658 |
|
|
2024
Q2 | $18.3K | Sell |
68
-58
| -46% | -$15.6K | ﹤0.01% | 616 |
|
|
2024
Q1 | $29.7K | Buy |
126
+55
| +77% | +$13K | ﹤0.01% | 536 |
|
|
2023
Q4 | $17K | Buy |
71
+4
| +6% | +$955 | ﹤0.01% | 626 |
|
|
2023
Q3 | $15.8K | Buy |
67
+9
| +16% | +$2.13K | ﹤0.01% | 602 |
|
|
2023
Q2 | $13.1K | Buy |
58
+22
| +61% | +$4.97K | ﹤0.01% | 646 |
|
|
2023
Q1 | $6.91K | Sell |
36
-18
| -33% | -$3.45K | ﹤0.01% | 863 |
|
|
2022
Q4 | $9.53K | Sell |
54
-13
| -19% | -$2.29K | ﹤0.01% | 729 |
|
|
2022
Q3 | $11K | Buy |
67
+49
| +272% | +$8.05K | ﹤0.01% | 710 |
|
|
2022
Q2 | $3K | Sell |
18
-36
| -67% | -$6K | ﹤0.01% | 1248 |
|
|
2022
Q1 | $12K | Buy |
54
+35
| +184% | +$7.78K | ﹤0.01% | 748 |
|
|
2021
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 887 |
|
|
2016
Q2 | – | Sell |
-21
| Closed | -$2K | – | 623 |
|
|
2016
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 529 |
|
|
2014
Q4 | – | Sell |
-23
| Closed | -$1K | – | 542 |
|
|
2014
Q3 | $1K | Sell |
23
-44
| -66% | -$1.91K | ﹤0.01% | 467 |
|
|
2014
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 394 |
|