LAS
LWM Advisory Services’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
1,539
-4
| -0.3% | -$1.25K | 0.33% | 55 |
|
|
2025
Q1 | $459K | Hold |
1,543
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $425K | Sell |
1,543
-69
| -4% | -$19K | 0.3% | 59 |
|
|
2024
Q3 | $432K | Sell |
1,612
-229
| -12% | -$61.4K | 0.32% | 61 |
|
|
2024
Q2 | $496K | Sell |
1,841
-54
| -3% | -$14.6K | 0.42% | 40 |
|
|
2024
Q1 | $447K | Sell |
1,895
-100
| -5% | -$23.6K | 0.36% | 54 |
|
|
2023
Q4 | $477K | Sell |
1,995
-53
| -3% | -$12.7K | 0.42% | 43 |
|
|
2023
Q3 | $484K | Hold |
2,048
| – | – | 0.52% | 36 |
|
|
2023
Q2 | $463K | Sell |
2,048
-606
| -23% | -$137K | 0.49% | 36 |
|
|
2023
Q1 | $509K | Hold |
2,654
| – | – | 0.54% | 37 |
|
|
2022
Q4 | $469K | Sell |
2,654
-1,753
| -40% | -$310K | 0.52% | 41 |
|
|
2022
Q3 | $752K | Sell |
4,407
-21
| -0.5% | -$3.58K | 0.85% | 27 |
|
|
2022
Q2 | $767K | Buy |
4,428
+757
| +21% | +$131K | 0.92% | 22 |
|
|
2022
Q1 | $789K | Buy |
3,671
+24
| +0.7% | +$5.16K | 0.98% | 25 |
|
|
2021
Q4 | $834K | Buy |
+3,647
| New | +$834K | 1.03% | 23 |
|