SEA
Stegent Equity Advisors’s Verisk Analytics VRSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Buy |
6,258
+1,337
| +27% | +$416K | 1.73% | 16 |
|
2025
Q1 | $1.46M | Buy |
+4,921
| New | +$1.46M | 1.49% | 21 |
|
2024
Q4 | – | Sell |
-1,870
| Closed | -$501K | – | 97 |
|
2024
Q3 | $501K | Sell |
1,870
-1,935
| -51% | -$519K | 0.55% | 47 |
|
2024
Q2 | $1.03M | Buy |
3,805
+2,745
| +259% | +$740K | 1.07% | 33 |
|
2024
Q1 | $250K | Buy |
+1,060
| New | +$250K | 0.25% | 78 |
|