LA
Legacy Advisors’s Verisk Analytics VRSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,356
| Closed | -$2.78M | – | 396 |
|
2025
Q1 | $2.78M | Sell |
9,356
-1,746
| -16% | -$520K | 0.29% | 67 |
|
2024
Q4 | $3.06M | Buy |
11,102
+4,248
| +62% | +$1.17M | 0.3% | 63 |
|
2024
Q3 | $1.84M | Buy |
6,854
+31
| +0.5% | +$8.31K | 0.2% | 89 |
|
2024
Q2 | $1.84M | Buy |
6,823
+885
| +15% | +$239K | 0.22% | 81 |
|
2024
Q1 | $1.4M | Buy |
5,938
+477
| +9% | +$113K | 0.18% | 102 |
|
2023
Q4 | $1.3M | Sell |
5,461
-559
| -9% | -$134K | 0.17% | 106 |
|
2023
Q3 | $1.42M | Buy |
6,020
+441
| +8% | +$104K | 0.23% | 91 |
|
2023
Q2 | $1.26M | Buy |
5,579
+1,449
| +35% | +$328K | 0.19% | 98 |
|
2023
Q1 | $792K | Buy |
4,130
+494
| +14% | +$94.8K | 0.15% | 113 |
|
2022
Q4 | $641K | Buy |
3,636
+962
| +36% | +$170K | 0.12% | 125 |
|
2022
Q3 | $456K | Buy |
2,674
+417
| +18% | +$71.1K | 0.1% | 135 |
|
2022
Q2 | $391K | Buy |
2,257
+836
| +59% | +$145K | 0.08% | 142 |
|
2022
Q1 | $305K | Buy |
+1,421
| New | +$305K | 0.06% | 164 |
|
2018
Q4 | – | Sell |
-36
| Closed | -$4K | – | 388 |
|
2018
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 425 |
|