Kingsview Wealth Management’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 | $983K | Buy |
3,157
+2
| +0.1% | +$623 | 0.02% | 592 |
|
|
2025
Q1 | $939K | Sell |
3,155
-3
| -0.1% | -$893 | 0.02% | 555 |
|
|
2024
Q4 | $870K | Buy |
3,158
+12
| +0.4% | +$3.31K | 0.02% | 584 |
|
|
2024
Q3 | $843K | Buy |
3,146
+10
| +0.3% | +$2.68K | 0.02% | 576 |
|
|
2024
Q2 | $845K | Buy |
3,136
+12
| +0.4% | +$3.24K | 0.02% | 553 |
|
|
2024
Q1 | $736K | Sell |
3,124
-30
| -1% | -$7.07K | 0.02% | 578 |
|
|
2023
Q4 | $753K | Sell |
3,154
-13
| -0.4% | -$3.11K | 0.02% | 542 |
|
|
2023
Q3 | $748K | Buy |
3,167
+21
| +0.7% | +$4.96K | 0.03% | 510 |
|
|
2023
Q2 | $711K | Hold |
3,146
| – | – | 0.03% | 498 |
|
|
2023
Q1 | $604K | Sell |
3,146
-17
| -0.5% | -$3.26K | 0.03% | 523 |
|
|
2022
Q4 | $558K | Sell |
3,163
-191
| -6% | -$33.7K | 0.02% | 481 |
|
|
2022
Q3 | $572K | Buy |
3,354
+230
| +7% | +$39.2K | 0.03% | 465 |
|
|
2022
Q2 | $541K | Hold |
3,124
| – | – | 0.03% | 521 |
|
|
2022
Q1 | $671K | Hold |
3,124
| – | – | 0.03% | 508 |
|
|
2021
Q4 | $715K | Hold |
3,124
| – | – | 0.03% | 486 |
|
|
2021
Q3 | $626K | Hold |
3,124
| – | – | 0.03% | 493 |
|
|
2021
Q2 | $552K | Hold |
3,124
| – | – | 0.03% | 535 |
|
|
2021
Q1 | $562K | Buy |
3,124
+2
| +0.1% | +$360 | 0.03% | 486 |
|
|
2020
Q4 | $648K | Sell |
3,122
-29
| -0.9% | -$6.02K | 0.05% | 380 |
|
|
2020
Q3 | $584K | Sell |
3,151
-34
| -1% | -$6.3K | 0.05% | 335 |
|
|
2020
Q2 | $542K | Buy |
3,185
+63
| +2% | +$10.7K | 0.05% | 320 |
|
|
2020
Q1 | $435K | Hold |
3,122
| – | – | 0.06% | 287 |
|
|
2019
Q4 | $466K | Sell |
3,122
-48
| -2% | -$7.17K | 0.06% | 296 |
|
|
2019
Q3 | $501K | Buy |
3,170
+22
| +0.7% | +$3.48K | 0.08% | 254 |
|
|
2019
Q2 | $461K | Sell |
3,148
-476
| -13% | -$69.7K | 0.08% | 256 |
|
|
2019
Q1 | $482K | Hold |
3,624
| – | – | 0.07% | 274 |
|
|
2018
Q4 | $395K | Buy |
+3,624
| New | +$395K | 0.09% | 243 |
|