Sequoia 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 | $995K | Buy |
3,194
+555
| +21% | +$173K | 0.01% | 685 |
|
|
2025
Q1 | $785K | Buy |
2,639
+359
| +16% | +$107K | 0.01% | 698 |
|
|
2024
Q4 | $628K | Buy |
2,280
+408
| +22% | +$112K | 0.01% | 726 |
|
|
2024
Q3 | $502K | Buy |
1,872
+134
| +8% | +$35.9K | 0.01% | 744 |
|
|
2024
Q2 | $468K | Sell |
1,738
-49
| -3% | -$13.2K | 0.01% | 708 |
|
|
2024
Q1 | $421K | Sell |
1,787
-669
| -27% | -$158K | 0.01% | 739 |
|
|
2023
Q4 | $587K | Buy |
2,456
+1,315
| +115% | +$314K | 0.01% | 690 |
|
|
2023
Q3 | $270K | Buy |
1,141
+42
| +4% | +$9.92K | ﹤0.01% | 728 |
|
|
2023
Q2 | $248K | Sell |
1,099
-7
| -0.6% | -$1.58K | ﹤0.01% | 763 |
|
|
2023
Q1 | $212K | Buy |
+1,106
| New | +$212K | ﹤0.01% | 745 |
|