Strait & Sound Wealth Management’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 | $503K | Sell |
1,616
-384
| -19% | -$120K | 0.21% | 89 |
|
|
2025
Q1 | $595K | Hold |
2,000
| – | – | 0.28% | 75 |
|
|
2024
Q4 | $551K | Hold |
2,000
| – | – | 0.26% | 70 |
|
|
2024
Q3 | $536K | Sell |
2,000
-268
| -12% | -$71.8K | 0.26% | 70 |
|
|
2024
Q2 | $611K | Sell |
2,268
-19
| -0.8% | -$5.12K | 0.31% | 55 |
|
|
2024
Q1 | $511K | Hold |
2,287
| – | – | 0.29% | 55 |
|
|
2023
Q4 | $541K | Hold |
2,287
| – | – | 0.34% | 51 |
|
|
2023
Q3 | $540K | Hold |
2,287
| – | – | 0.46% | 46 |
|
|
2023
Q2 | $517K | Buy |
2,287
+19
| +0.8% | +$4.3K | 0.51% | 44 |
|
|
2023
Q1 | $435K | Buy |
2,268
+66
| +3% | +$12.7K | 0.43% | 55 |
|
|
2022
Q4 | $400K | Buy |
+2,202
| New | +$400K | 0.44% | 57 |
|