LWM Advisory Services’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$344K Sell
2025
Q3
$388K Buy
2025
Q2
$479K Sell
2025
Q1
$459K Hold
2024
Q4
$425K Sell
2024
Q3
$432K Sell
2024
Q2
$496K Sell
2024
Q1
$447K Sell
2023
Q4
$477K Sell
2023
Q3
$484K Hold
2023
Q2
$463K Sell
2023
Q1
$509K Hold
2022
Q4
$469K Sell
2022
Q3
$752K Sell
2022
Q2
$767K Buy
2022
Q1
$789K Buy
2021
Q4
$834K Buy