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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $459K | Hold |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $789K | Buy |
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|
2021
Q4 | $834K | Buy |
|