Plante Moran Financial 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 | $77.9K | Hold |
250
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $74.4K | Sell |
250
-18
| -7% | -$5.36K | 0.01% | 282 |
|
|
2024
Q4 | $73.8K | Buy |
268
+18
| +7% | +$4.96K | 0.01% | 299 |
|
|
2024
Q3 | $67K | Hold |
250
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $67.4K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $58.9K | Buy |
+250
| New | +$58.9K | 0.01% | 313 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 926 |
|
|
2023
Q3 | – | Sell |
-42
| Closed | -$9.49K | – | 888 |
|
|
2023
Q2 | $9.49K | Buy |
+42
| New | +$9.49K | ﹤0.01% | 556 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 957 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$12K | – | 1101 |
|
|
2022
Q2 | $12K | Buy |
69
+4
| +6% | +$696 | ﹤0.01% | 576 |
|
|
2022
Q1 | $14K | Sell |
65
-37
| -36% | -$7.97K | ﹤0.01% | 559 |
|
|
2021
Q4 | $23K | Buy |
102
+22
| +28% | +$4.96K | ﹤0.01% | 532 |
|
|
2021
Q3 | $16K | Buy |
80
+51
| +176% | +$10.2K | ﹤0.01% | 610 |
|
|
2021
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 797 |
|
|
2021
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 790 |
|
|
2020
Q4 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 688 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$2K | – | 862 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 795 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$3K | – | 971 |
|
|
2018
Q3 | $3K | Sell |
22
-6
| -21% | -$818 | ﹤0.01% | 663 |
|
|
2018
Q2 | $3K | Buy |
28
+2
| +8% | +$214 | ﹤0.01% | 692 |
|
|
2018
Q1 | $3K | Buy |
26
+7
| +37% | +$808 | ﹤0.01% | 804 |
|
|
2017
Q4 | $2K | Buy |
19
+1
| +6% | +$105 | ﹤0.01% | 805 |
|
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 785 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $1K | Sell |
18
-50
| -74% | -$2.78K | ﹤0.01% | 843 |
|
|
2016
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 687 |
|
|
2016
Q3 | $6K | Buy |
68
+7
| +11% | +$618 | ﹤0.01% | 668 |
|
|
2016
Q2 | $5K | Sell |
61
-125
| -67% | -$10.2K | ﹤0.01% | 646 |
|
|
2016
Q1 | $15K | Buy |
+186
| New | +$15K | 0.01% | 425 |
|
|
2015
Q3 | – | Sell |
-90
| Closed | -$7K | – | 750 |
|
|
2015
Q2 | $7K | Hold |
90
| – | – | 0.01% | 581 |
|
|
2015
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 593 |
|
|
2014
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 636 |
|
|
2014
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 685 |
|
|
2014
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 672 |
|