Kestra Private Wealth Services’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 | $634K | Sell |
2,036
-2,154
| -51% | -$671K | 0.01% | 929 |
|
|
2025
Q1 | $1.25M | Buy |
4,190
+1,511
| +56% | +$450K | 0.02% | 600 |
|
|
2024
Q4 | $738K | Buy |
2,679
+60
| +2% | +$16.5K | 0.01% | 756 |
|
|
2024
Q3 | $702K | Buy |
2,619
+95
| +4% | +$25.5K | 0.01% | 750 |
|
|
2024
Q2 | $680K | Sell |
2,524
-496
| -16% | -$134K | 0.01% | 713 |
|
|
2024
Q1 | $712K | Buy |
3,020
+889
| +42% | +$210K | 0.02% | 664 |
|
|
2023
Q4 | $509K | Sell |
2,131
-135
| -6% | -$32.2K | 0.01% | 721 |
|
|
2023
Q3 | $535K | Buy |
2,266
+352
| +18% | +$83.2K | 0.02% | 640 |
|
|
2023
Q2 | $433K | Buy |
1,914
+56
| +3% | +$12.7K | 0.01% | 684 |
|
|
2023
Q1 | $356K | Buy |
1,858
+150
| +9% | +$28.8K | 0.01% | 718 |
|
|
2022
Q4 | $301K | Sell |
1,708
-3,157
| -65% | -$557K | 0.02% | 670 |
|
|
2022
Q3 | $830K | Buy |
4,865
+378
| +8% | +$64.5K | 0.05% | 369 |
|
|
2022
Q2 | $777K | Sell |
4,487
-634
| -12% | -$110K | 0.04% | 387 |
|
|
2022
Q1 | $1.1M | Sell |
5,121
-1,071
| -17% | -$230K | 0.05% | 353 |
|
|
2021
Q4 | $1.42M | Buy |
6,192
+2,955
| +91% | +$676K | 0.07% | 303 |
|
|
2021
Q3 | $648K | Buy |
3,237
+987
| +44% | +$198K | 0.04% | 475 |
|
|
2021
Q2 | $393K | Buy |
2,250
+56
| +3% | +$9.78K | 0.02% | 575 |
|
|
2021
Q1 | $388K | Buy |
2,194
+341
| +18% | +$60.3K | 0.03% | 519 |
|
|
2020
Q4 | $381K | Buy |
1,853
+221
| +14% | +$45.4K | 0.03% | 498 |
|
|
2020
Q3 | $302K | Buy |
+1,632
| New | +$302K | 0.03% | 483 |
|