OneAscent Wealth Management’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 | $265K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $683K | Buy |
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