Steward Partners Investment Advisory’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 | $792K | Buy |
2,542
+1,504
| +145% | +$469K | 0.01% | 1086 |
|
|
2025
Q1 | $309K | Sell |
1,038
-43
| -4% | -$12.8K | ﹤0.01% | 1428 |
|
|
2024
Q4 | $298K | Buy |
1,081
+246
| +29% | +$67.8K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $224K | Buy |
835
+47
| +6% | +$12.6K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $212K | Sell |
788
-137
| -15% | -$36.9K | ﹤0.01% | 1419 |
|
|
2024
Q1 | $218K | Buy |
925
+150
| +19% | +$35.4K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $185K | Buy |
775
+217
| +39% | +$51.8K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $132K | Buy |
558
+37
| +7% | +$8.74K | ﹤0.01% | 1449 |
|
|
2023
Q2 | $118K | Sell |
521
-5
| -1% | -$1.13K | ﹤0.01% | 1511 |
|
|
2023
Q1 | $101K | Sell |
526
-23
| -4% | -$4.41K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $96.8K | Sell |
549
-55
| -9% | -$9.7K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $103K | Sell |
604
-49
| -8% | -$8.36K | ﹤0.01% | 1488 |
|
|
2022
Q2 | $113K | Sell |
653
-216
| -25% | -$37.4K | ﹤0.01% | 1443 |
|
|
2022
Q1 | $187K | Buy |
869
+122
| +16% | +$26.3K | ﹤0.01% | 1326 |
|
|
2021
Q4 | $171K | Sell |
747
-14
| -2% | -$3.21K | ﹤0.01% | 1378 |
|
|
2021
Q3 | $152K | Sell |
761
-44
| -5% | -$8.79K | ﹤0.01% | 1383 |
|
|
2021
Q2 | $141K | Sell |
805
-16
| -2% | -$2.8K | ﹤0.01% | 1832 |
|
|
2021
Q1 | $145K | Buy |
821
+332
| +68% | +$58.7K | ﹤0.01% | 1438 |
|
|
2020
Q4 | $102K | Buy |
489
+259
| +113% | +$54K | ﹤0.01% | 1354 |
|
|
2020
Q3 | $43K | Buy |
230
+147
| +177% | +$27.5K | ﹤0.01% | 1570 |
|
|
2020
Q2 | $14K | Buy |
83
+20
| +32% | +$3.37K | ﹤0.01% | 1915 |
|
|
2020
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q4 | $9K | Hold |
63
| – | – | ﹤0.01% | 2069 |
|
|
2019
Q3 | $9K | Sell |
63
-8
| -11% | -$1.14K | ﹤0.01% | 2061 |
|
|
2019
Q2 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 1995 |
|
|
2018
Q4 | – | Sell |
-71
| Closed | -$9K | – | 2129 |
|
|
2018
Q3 | $9K | Buy |
71
+33
| +87% | +$4.18K | ﹤0.01% | 1930 |
|
|
2018
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 2082 |
|
|
2017
Q3 | – | Sell |
-228
| Closed | -$19K | – | 1767 |
|
|
2017
Q2 | $19K | Buy |
+228
| New | +$19K | ﹤0.01% | 885 |
|