Stratos Wealth Partners’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 | $438K | Sell |
1,404
-637
| -31% | -$199K | 0.01% | 977 |
|
|
2025
Q1 | $608K | Sell |
2,041
-854
| -29% | -$254K | 0.01% | 823 |
|
|
2024
Q4 | $798K | Buy |
2,895
+153
| +6% | +$42.2K | 0.01% | 777 |
|
|
2024
Q3 | $735K | Buy |
2,742
+173
| +7% | +$46.4K | 0.01% | 792 |
|
|
2024
Q2 | $693K | Buy |
2,569
+605
| +31% | +$163K | 0.01% | 783 |
|
|
2024
Q1 | $463K | Buy |
1,964
+295
| +18% | +$69.6K | 0.01% | 931 |
|
|
2023
Q4 | $399K | Buy |
1,669
+337
| +25% | +$80.5K | 0.01% | 958 |
|
|
2023
Q3 | $315K | Buy |
1,332
+354
| +36% | +$83.6K | 0.01% | 999 |
|
|
2023
Q2 | $221K | Sell |
978
-371
| -28% | -$83.9K | 0.01% | 1062 |
|
|
2023
Q1 | $259K | Sell |
1,349
-291
| -18% | -$55.8K | 0.01% | 934 |
|
|
2022
Q4 | $289K | Sell |
1,640
-153
| -9% | -$27K | 0.01% | 907 |
|
|
2022
Q3 | $306K | Sell |
1,793
-123
| -6% | -$21K | 0.01% | 862 |
|
|
2022
Q2 | $332K | Buy |
1,916
+101
| +6% | +$17.5K | 0.01% | 889 |
|
|
2022
Q1 | $390K | Sell |
1,815
-2,444
| -57% | -$525K | 0.01% | 902 |
|
|
2021
Q4 | $974K | Sell |
4,259
-1,661
| -28% | -$380K | 0.02% | 568 |
|
|
2021
Q3 | $1.19M | Sell |
5,920
-306
| -5% | -$61.3K | 0.03% | 468 |
|
|
2021
Q2 | $1.09M | Sell |
6,226
-50
| -0.8% | -$8.74K | 0.03% | 516 |
|
|
2021
Q1 | $1.11M | Sell |
6,276
-46
| -0.7% | -$8.13K | 0.03% | 470 |
|
|
2020
Q4 | $1.31M | Sell |
6,322
-21
| -0.3% | -$4.36K | 0.04% | 383 |
|
|
2020
Q3 | $1.18M | Buy |
6,343
+2,304
| +57% | +$427K | 0.04% | 367 |
|
|
2020
Q2 | $687K | Buy |
4,039
+878
| +28% | +$149K | 0.02% | 487 |
|
|
2020
Q1 | $441K | Buy |
+3,161
| New | +$441K | 0.02% | 561 |
|
|
2018
Q4 | – | Sell |
-226
| Closed | -$27K | – | 2467 |
|
|
2018
Q3 | $27K | Buy |
+226
| New | +$27K | ﹤0.01% | 1738 |
|
|
2018
Q2 | – | Sell |
-199
| Closed | -$21K | – | 2554 |
|
|
2018
Q1 | $21K | Sell |
199
-572
| -74% | -$60.4K | ﹤0.01% | 1998 |
|
|
2017
Q4 | $74K | Buy |
+771
| New | +$74K | ﹤0.01% | 1329 |
|