One Wealth 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 | – | Sell |
-819
| Closed | -$244K | – | 299 |
|
|
2025
Q1 | $244K | Sell |
819
-1,131
| -58% | -$337K | 0.04% | 244 |
|
|
2024
Q4 | $537K | Sell |
1,950
-884
| -31% | -$243K | 0.08% | 113 |
|
|
2024
Q3 | $759K | Sell |
2,834
-29
| -1% | -$7.77K | 0.12% | 92 |
|
|
2024
Q2 | $756K | Buy |
2,863
+189
| +7% | +$49.9K | 0.16% | 72 |
|
|
2024
Q1 | $630K | Buy |
2,674
+516
| +24% | +$122K | 0.11% | 105 |
|
|
2023
Q4 | $515K | Buy |
2,158
+348
| +19% | +$83.1K | 0.1% | 103 |
|
|
2023
Q3 | $428K | Buy |
+1,810
| New | +$428K | 0.1% | 104 |
|
|
2023
Q1 | – | Sell |
-373
| Closed | -$65.8K | – | 592 |
|
|
2022
Q4 | $65.8K | Buy |
+373
| New | +$65.8K | 0.02% | 360 |
|
|
2019
Q2 | – | Sell |
-22
| Closed | -$3K | – | 481 |
|
|
2019
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 451 |
|
|
2018
Q1 | – | Sell |
-1,788
| Closed | -$172K | – | 586 |
|
|
2017
Q4 | $172K | Buy |
+1,788
| New | +$172K | 0.14% | 140 |
|