Lido 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 | $561K | Buy |
1,800
+64
| +4% | +$19.9K | ﹤0.01% | 961 |
|
|
2025
Q1 | $517K | Sell |
1,736
-913
| -34% | -$272K | ﹤0.01% | 946 |
|
|
2024
Q4 | $730K | Buy |
2,649
+576
| +28% | +$159K | ﹤0.01% | 812 |
|
|
2024
Q3 | $556K | Buy |
2,073
+350
| +20% | +$93.8K | ﹤0.01% | 832 |
|
|
2024
Q2 | $465K | Sell |
1,723
-21
| -1% | -$5.66K | ﹤0.01% | 857 |
|
|
2024
Q1 | $411K | Sell |
1,744
-78
| -4% | -$18.4K | ﹤0.01% | 871 |
|
|
2023
Q4 | $435K | Buy |
1,822
+216
| +13% | +$51.6K | ﹤0.01% | 819 |
|
|
2023
Q3 | $379K | Buy |
1,606
+466
| +41% | +$110K | ﹤0.01% | 750 |
|
|
2023
Q2 | $258K | Buy |
+1,140
| New | +$258K | ﹤0.01% | 903 |
|
|
2022
Q2 | – | Sell |
-1,106
| Closed | -$237K | – | 953 |
|
|
2022
Q1 | $237K | Sell |
1,106
-121
| -10% | -$25.9K | ﹤0.01% | 798 |
|
|
2021
Q4 | $280K | Buy |
+1,227
| New | +$280K | ﹤0.01% | 733 |
|
|
2021
Q1 | – | Sell |
-1,055
| Closed | -$219K | – | 788 |
|
|
2020
Q4 | $219K | Buy |
+1,055
| New | +$219K | ﹤0.01% | 646 |
|