SOA Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$3.87K | – | 938 |
|
|
2025
Q1 | $3.87K | Hold |
13
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $3.58K | Hold |
13
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $3.48K | Hold |
13
| – | – | ﹤0.01% | 632 |
|
|
2024
Q2 | $3.5K | Sell |
13
-2
| -13% | -$539 | ﹤0.01% | 633 |
|
|
2024
Q1 | $3.54K | Hold |
15
| – | – | ﹤0.01% | 646 |
|
|
2023
Q4 | $3.58K | Hold |
15
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $3.54K | Hold |
15
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $3.39K | Hold |
15
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $2.88K | Hold |
15
| – | – | ﹤0.01% | 687 |
|
|
2022
Q4 | $2.65K | Hold |
15
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $2K | Sell |
15
-64
| -81% | -$8.53K | ﹤0.01% | 723 |
|
|
2022
Q1 | $16K | Hold |
79
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $18K | Hold |
79
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $15K | Hold |
79
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $13K | Buy |
79
+29
| +58% | +$4.77K | ﹤0.01% | 537 |
|
|
2021
Q1 | $8K | Buy |
50
+8
| +19% | +$1.28K | ﹤0.01% | 560 |
|
|
2020
Q4 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 555 |
|