Lake Street Advisors Group’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$301K Sell
1,093
-73
-6% -$20.1K 0.01% 448
2024
Q3
$312K Buy
1,166
+27
+2% +$7.24K 0.01% 441
2024
Q2
$307K Buy
1,139
+12
+1% +$3.24K 0.01% 441
2024
Q1
$266K Buy
1,127
+80
+8% +$18.9K 0.01% 488
2023
Q4
$250K Buy
+1,047
New +$250K 0.01% 493