KCM Investment 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 | $1.12M | Buy |
3,595
+9
| +0.3% | +$2.8K | 0.04% | 204 |
|
|
2025
Q1 | $1.07M | Sell |
3,586
-150
| -4% | -$44.6K | 0.04% | 197 |
|
|
2024
Q4 | $1.03M | Sell |
3,736
-100
| -3% | -$27.5K | 0.04% | 201 |
|
|
2024
Q3 | $1.03M | Buy |
3,836
+86
| +2% | +$23K | 0.03% | 208 |
|
|
2024
Q2 | $1.01M | Sell |
3,750
-29
| -0.8% | -$7.82K | 0.04% | 210 |
|
|
2024
Q1 | $891K | Sell |
3,779
-400
| -10% | -$94.3K | 0.03% | 219 |
|
|
2023
Q4 | $998K | Hold |
4,179
| – | – | 0.04% | 213 |
|
|
2023
Q3 | $987K | Sell |
4,179
-36
| -0.9% | -$8.51K | 0.04% | 204 |
|
|
2023
Q2 | $953K | Sell |
4,215
-200
| -5% | -$45.2K | 0.04% | 211 |
|
|
2023
Q1 | $847K | Sell |
4,415
-60
| -1% | -$11.5K | 0.03% | 223 |
|
|
2022
Q4 | $789K | Sell |
4,475
-100
| -2% | -$17.6K | 0.03% | 226 |
|
|
2022
Q3 | $780K | Sell |
4,575
-250
| -5% | -$42.6K | 0.04% | 220 |
|
|
2022
Q2 | $835K | Hold |
4,825
| – | – | 0.04% | 217 |
|
|
2022
Q1 | $1.04M | Sell |
4,825
-450
| -9% | -$96.6K | 0.04% | 218 |
|
|
2021
Q4 | $1.21M | Sell |
5,275
-100
| -2% | -$22.9K | 0.04% | 206 |
|
|
2021
Q3 | $1.08M | Hold |
5,375
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $939K | Sell |
5,375
-150
| -3% | -$26.2K | 0.04% | 212 |
|
|
2021
Q1 | $976K | Buy |
5,525
+60
| +1% | +$10.6K | 0.04% | 204 |
|
|
2020
Q4 | $1.13M | Sell |
5,465
-300
| -5% | -$62.3K | 0.05% | 176 |
|
|
2020
Q3 | $1.07M | Hold |
5,765
| – | – | 0.06% | 168 |
|
|
2020
Q2 | $981K | Sell |
5,765
-275
| -5% | -$46.8K | 0.06% | 178 |
|
|
2020
Q1 | $842K | Sell |
6,040
-875
| -13% | -$122K | 0.06% | 173 |
|
|
2019
Q4 | $1.03M | Sell |
6,915
-200
| -3% | -$29.9K | 0.06% | 176 |
|
|
2019
Q3 | $1.13M | Hold |
7,115
| – | – | 0.07% | 166 |
|
|
2019
Q2 | $1.04M | Sell |
7,115
-300
| -4% | -$43.9K | 0.06% | 168 |
|
|
2019
Q1 | $986K | Hold |
7,415
| – | – | 0.06% | 169 |
|
|
2018
Q4 | $809K | Sell |
7,415
-150
| -2% | -$16.4K | 0.05% | 251 |
|
|
2018
Q3 | $912K | Sell |
7,565
-125
| -2% | -$15.1K | 0.05% | 252 |
|
|
2018
Q2 | $828K | Hold |
7,690
| – | – | 0.05% | 257 |
|
|
2018
Q1 | $800K | Hold |
7,690
| – | – | 0.05% | 286 |
|
|
2017
Q4 | $738K | Sell |
7,690
-1,275
| -14% | -$122K | 0.04% | 300 |
|
|
2017
Q3 | $746K | Buy |
8,965
+275
| +3% | +$22.9K | 0.05% | 298 |
|
|
2017
Q2 | $733K | Buy |
8,690
+350
| +4% | +$29.5K | 0.05% | 293 |
|
|
2017
Q1 | $677K | Buy |
8,340
+250
| +3% | +$20.3K | 0.04% | 314 |
|
|
2016
Q4 | $657K | Buy |
8,090
+440
| +6% | +$35.7K | 0.04% | 312 |
|
|
2016
Q3 | $622K | Buy |
7,650
+500
| +7% | +$40.7K | 0.04% | 321 |
|
|
2016
Q2 | $580K | Buy |
7,150
+782
| +12% | +$63.4K | 0.04% | 329 |
|
|
2016
Q1 | $509K | Buy |
6,368
+2,818
| +79% | +$225K | 0.04% | 339 |
|
|
2015
Q4 | $273K | Buy |
+3,550
| New | +$273K | 0.02% | 430 |
|