Valeo 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 | $296K | Buy |
952
+238
| +33% | +$74.1K | 0.01% | 578 |
|
|
2025
Q1 | $213K | Sell |
714
-83
| -10% | -$24.7K | 0.01% | 623 |
|
|
2024
Q4 | $220K | Buy |
797
+3
| +0.4% | +$826 | 0.01% | 623 |
|
|
2024
Q3 | $213K | Sell |
794
-23
| -3% | -$6.16K | 0.01% | 632 |
|
|
2024
Q2 | $220K | Buy |
+817
| New | +$220K | 0.01% | 588 |
|
|
2024
Q1 | – | Sell |
-920
| Closed | -$220K | – | 673 |
|
|
2023
Q4 | $220K | Buy |
920
+66
| +8% | +$15.8K | 0.01% | 572 |
|
|
2023
Q3 | $202K | Buy |
+854
| New | +$202K | 0.01% | 567 |
|
|
2023
Q1 | – | Sell |
-1,170
| Closed | -$206K | – | 649 |
|
|
2022
Q4 | $206K | Buy |
+1,170
| New | +$206K | 0.01% | 479 |
|
|
2021
Q2 | – | Sell |
-111
| Closed | -$20K | – | 1692 |
|
|
2021
Q1 | $20K | Sell |
111
-45
| -29% | -$8.11K | ﹤0.01% | 1096 |
|
|
2020
Q4 | $32K | Buy |
156
+56
| +56% | +$11.5K | ﹤0.01% | 899 |
|
|
2020
Q3 | $19K | Sell |
100
-89
| -47% | -$16.9K | ﹤0.01% | 899 |
|
|
2020
Q2 | $32K | Buy |
189
+15
| +9% | +$2.54K | ﹤0.01% | 847 |
|
|
2020
Q1 | $26K | Sell |
174
-369
| -68% | -$55.1K | ﹤0.01% | 790 |
|
|
2019
Q4 | $81K | Sell |
543
-112
| -17% | -$16.7K | 0.01% | 506 |
|
|
2019
Q3 | $104K | Hold |
655
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $96K | Sell |
655
-4
| -0.6% | -$586 | 0.01% | 444 |
|
|
2019
Q1 | $88K | Buy |
659
+379
| +135% | +$50.6K | 0.01% | 434 |
|
|
2018
Q4 | $31K | Sell |
280
-33
| -11% | -$3.65K | ﹤0.01% | 600 |
|
|
2018
Q3 | $37K | Buy |
313
+100
| +47% | +$11.8K | 0.01% | 606 |
|
|
2018
Q2 | $25K | Sell |
213
-33
| -13% | -$3.87K | ﹤0.01% | 698 |
|
|
2018
Q1 | $26K | Buy |
246
+1
| +0.4% | +$106 | ﹤0.01% | 646 |
|
|
2017
Q4 | $24K | Buy |
245
+16
| +7% | +$1.57K | ﹤0.01% | 629 |
|
|
2017
Q3 | $19K | Buy |
+229
| New | +$19K | ﹤0.01% | 565 |
|