UFF
USA Financial Formulas’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
9,493
+4,772
| +101% | +$1.49M | 0.5% | 22 |
|
|
2025
Q1 | $1.41M | Buy |
4,721
+306
| +7% | +$91.1K | 0.23% | 31 |
|
|
2024
Q4 | $1.22M | Sell |
4,415
-571
| -11% | -$157K | 0.19% | 38 |
|
|
2024
Q3 | $1.34M | Buy |
+4,986
| New | +$1.34M | 0.21% | 40 |
|
|
2024
Q1 | – | Sell |
-9,863
| Closed | -$2.36M | – | 424 |
|
|
2023
Q4 | $2.36M | Buy |
9,863
+7,922
| +408% | +$1.89M | 0.41% | 25 |
|
|
2023
Q3 | $459K | Buy |
+1,941
| New | +$459K | 0.69% | 36 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$3K | – | 424 |
|
|
2022
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 182 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$2K | – | 450 |
|
|
2021
Q1 | $2K | Sell |
14
-3,877
| -100% | -$554K | ﹤0.01% | 279 |
|
|
2020
Q4 | $808K | Buy |
+3,891
| New | +$808K | 0.64% | 71 |
|
|
2019
Q4 | – | Sell |
-30,820
| Closed | -$4.87M | – | 321 |
|
|
2019
Q3 | $4.87M | Buy |
+30,820
| New | +$4.87M | 1.89% | 8 |
|
|
2019
Q1 | – | Sell |
-73,407
| Closed | -$8.85M | – | 352 |
|
|
2018
Q4 | $8.85M | Sell |
73,407
-12,840
| -15% | -$1.55M | 2.2% | 5 |
|
|
2018
Q3 | $9.28M | Buy |
86,247
+42,326
| +96% | +$4.56M | 2.35% | 8 |
|
|
2018
Q2 | $4.57M | Sell |
43,921
-388
| -0.9% | -$40.4K | 1.11% | 15 |
|
|
2018
Q1 | $4.61M | Buy |
+44,309
| New | +$4.61M | 1.11% | 15 |
|
|
2017
Q1 | – | Sell |
-59,779
| Closed | -$4.85M | – | 347 |
|
|
2016
Q4 | $4.85M | Sell |
59,779
-38,990
| -39% | -$3.16M | 1.21% | 21 |
|
|
2016
Q3 | $8.03M | Buy |
+98,769
| New | +$8.03M | 2.06% | 11 |
|
|
2015
Q3 | – | Sell |
-47,813
| Closed | -$3.48M | – | 207 |
|
|
2015
Q2 | $3.48M | Buy |
+47,813
| New | +$3.48M | 1.07% | 26 |
|