OWA
Outlook Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
1,501
-28
| -2% | -$8.72K | 0.12% | 158 |
|
|
2025
Q1 | $455K | Buy |
1,529
+7
| +0.5% | +$2.08K | 0.13% | 146 |
|
|
2024
Q4 | $419K | Buy |
1,522
+100
| +7% | +$27.5K | 0.12% | 162 |
|
|
2024
Q3 | $381K | Buy |
1,422
+46
| +3% | +$12.3K | 0.11% | 174 |
|
|
2024
Q2 | $371K | Buy |
1,376
+223
| +19% | +$60.1K | 0.12% | 169 |
|
|
2024
Q1 | $272K | Buy |
1,153
+248
| +27% | +$58.5K | 0.08% | 226 |
|
|
2023
Q4 | $216K | Buy |
+905
| New | +$216K | 0.08% | 223 |
|