OneAscent Financial Services’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 | $431K | Buy |
1,382
+129
| +10% | +$40.2K | 0.03% | 341 |
|
2025
Q1 | $373K | Sell |
1,253
-234
| -16% | -$69.7K | 0.02% | 380 |
|
2024
Q4 | $410K | Buy |
1,487
+407
| +38% | +$112K | 0.03% | 292 |
|
2024
Q3 | $289K | Sell |
1,080
-395
| -27% | -$106K | 0.21% | 132 |
|
2024
Q2 | $398K | Buy |
1,475
+572
| +63% | +$154K | 0.06% | 172 |
|
2024
Q1 | $213K | Buy |
+903
| New | +$213K | 0.02% | 355 |
|
2023
Q3 | – | Sell |
-1,371
| Closed | -$310K | – | 292 |
|
2023
Q2 | $310K | Buy |
1,371
+26
| +2% | +$5.88K | 0.14% | 83 |
|
2023
Q1 | $258K | Sell |
1,345
-45
| -3% | -$8.63K | 0.1% | 135 |
|
2022
Q4 | $245K | Buy |
1,390
+89
| +7% | +$15.7K | 0.1% | 151 |
|
2022
Q3 | $222K | Sell |
1,301
-280
| -18% | -$47.8K | 0.09% | 171 |
|
2022
Q2 | $274K | Sell |
1,581
-529
| -25% | -$91.7K | 0.12% | 158 |
|
2022
Q1 | $453K | Buy |
2,110
+145
| +7% | +$31.1K | 0.32% | 45 |
|
2021
Q4 | $449K | Sell |
1,965
-90
| -4% | -$20.6K | 0.86% | 34 |
|
2021
Q3 | $412K | Buy |
+2,055
| New | +$412K | 0.55% | 38 |
|
2021
Q1 | $336K | Buy |
1,901
+302
| +19% | +$53.4K | 0.33% | 69 |
|
2020
Q4 | $332K | Sell |
1,599
-1,325
| -45% | -$275K | 0.35% | 66 |
|
2020
Q3 | $542K | Buy |
+2,924
| New | +$542K | 0.28% | 64 |
|