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
Q4
Sell
2025
Q3
$223K Buy
2025
Q2
$265K Buy
2025
Q1
$206K Sell
2024
Q4
$210K Sell
2024
Q3
$271K Buy
2024
Q2
$260K Buy
2023
Q3
Sell
2023
Q2
$321K Sell
2023
Q1
$286K Sell
2022
Q4
$267K Buy
2022
Q3
$257K Sell
2022
Q2
$332K Sell
2022
Q1
$507K Buy
2021
Q4
Sell
2021
Q3
$474K Buy
2021
Q1
$701K Buy
2020
Q4
$683K Buy