Stonegate Investment Group’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,917
| Closed | -$1.16M | – | 350 |
|
2023
Q3 | $1.16M | Sell |
4,917
-94
| -2% | -$22.2K | 0.04% | 144 |
|
2023
Q2 | $1.13M | Hold |
5,011
| – | – | 0.04% | 152 |
|
2023
Q1 | $961K | Buy |
5,011
+923
| +23% | +$177K | 0.04% | 162 |
|
2022
Q4 | $721K | Sell |
4,088
-3,759
| -48% | -$663K | 0.03% | 175 |
|
2022
Q3 | $1.34M | Sell |
7,847
-154
| -2% | -$26.3K | 0.06% | 122 |
|
2022
Q2 | $1.39M | Buy |
8,001
+339
| +4% | +$58.7K | 0.06% | 124 |
|
2022
Q1 | $1.64M | Buy |
7,662
+198
| +3% | +$42.5K | 0.05% | 108 |
|
2021
Q4 | $1.71M | Buy |
+7,464
| New | +$1.71M | 0.07% | 109 |
|