Schechter Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$232K Sell
779
-384
-33% -$114K 0.02% 525
2024
Q4
$320K Buy
1,163
+114
+11% +$31.4K 0.02% 480
2024
Q3
$281K Sell
1,049
-217
-17% -$58.1K 0.02% 509
2024
Q2
$341K Buy
1,266
+288
+29% +$77.6K 0.03% 451
2024
Q1
$231K Sell
978
-48
-5% -$11.3K 0.02% 550
2023
Q4
$245K Sell
1,026
-302
-23% -$72.1K 0.02% 508
2023
Q3
$314K Buy
+1,328
New +$314K 0.03% 436