United Capital Financial Advisors’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 | $947K | Buy |
3,041
+104
| +4% | +$32.4K | 0.01% | 595 |
|
|
2025
Q1 | $874K | Buy |
2,937
+46
| +2% | +$13.7K | 0.01% | 591 |
|
|
2024
Q4 | $796K | Buy |
2,891
+103
| +4% | +$28.4K | 0.01% | 601 |
|
|
2024
Q3 | $747K | Sell |
2,788
-187
| -6% | -$50.1K | 0.01% | 612 |
|
|
2024
Q2 | $802K | Buy |
2,975
+301
| +11% | +$81.1K | 0.01% | 575 |
|
|
2024
Q1 | $630K | Sell |
2,674
-199
| -7% | -$46.9K | 0.01% | 669 |
|
|
2023
Q4 | $686K | Buy |
2,873
+1,766
| +160% | +$422K | 0.01% | 646 |
|
|
2023
Q3 | $262K | Sell |
1,107
-117
| -10% | -$27.6K | ﹤0.01% | 752 |
|
|
2023
Q2 | $277K | Sell |
1,224
-264
| -18% | -$59.7K | ﹤0.01% | 782 |
|
|
2023
Q1 | $286K | Buy |
1,488
+5
| +0.3% | +$960 | ﹤0.01% | 834 |
|
|
2022
Q4 | $262K | Sell |
1,483
-392
| -21% | -$69.1K | ﹤0.01% | 919 |
|
|
2022
Q3 | $320K | Buy |
1,875
+11
| +0.6% | +$1.88K | ﹤0.01% | 890 |
|
|
2022
Q2 | $323K | Sell |
1,864
-160,359
| -99% | -$27.8M | ﹤0.01% | 918 |
|
|
2022
Q1 | $34.8M | Sell |
162,223
-1,339
| -0.8% | -$287K | 0.17% | 126 |
|
|
2021
Q4 | $37.4M | Buy |
163,562
+2,639
| +2% | +$604K | 0.17% | 125 |
|
|
2021
Q3 | $32.2M | Buy |
160,923
+5,258
| +3% | +$1.05M | 0.16% | 130 |
|
|
2021
Q2 | $27.2M | Buy |
155,665
+11,675
| +8% | +$2.04M | 0.14% | 159 |
|
|
2021
Q1 | $25.4M | Buy |
143,990
+15,305
| +12% | +$2.7M | 0.14% | 156 |
|
|
2020
Q4 | $26.7M | Buy |
+128,685
| New | +$26.7M | 0.16% | 142 |
|
|
2020
Q1 | – | Sell |
-1,763
| Closed | -$263K | – | 1361 |
|
|
2019
Q4 | $263K | Sell |
1,763
-25,990
| -94% | -$3.88M | ﹤0.01% | 1175 |
|
|
2019
Q3 | $4.39M | Buy |
27,753
+904
| +3% | +$143K | 0.03% | 434 |
|
|
2019
Q2 | $3.93M | Buy |
26,849
+2,471
| +10% | +$362K | 0.03% | 465 |
|
|
2019
Q1 | $3.24M | Buy |
24,378
+3,750
| +18% | +$499K | 0.02% | 491 |
|
|
2018
Q4 | $2.25M | Buy |
+20,628
| New | +$2.25M | 0.02% | 534 |
|