Veritable’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,737
| Closed | -$845K | – | 797 |
|
|
2023
Q2 | $845K | Buy |
3,737
+48
| +1% | +$10.1K | 0.01% | 404 |
|
|
2023
Q1 | $708K | Buy |
3,689
+240
| +7% | +$43.5K | 0.01% | 448 |
|
|
2022
Q4 | $608K | Sell |
3,449
-192
| -5% | -$33.7K | 0.01% | 472 |
|
|
2022
Q3 | $621K | Buy |
3,641
+169
| +5% | +$31.6K | 0.01% | 450 |
|
|
2022
Q2 | $601K | Sell |
3,472
-102
| -3% | -$19K | 0.01% | 495 |
|
|
2022
Q1 | $767K | Buy |
3,574
+82
| +2% | +$16.2K | 0.01% | 453 |
|
|
2021
Q4 | $799K | Buy |
3,492
+34
| +1% | +$7.42K | 0.01% | 448 |
|
|
2021
Q3 | $693K | Buy |
3,458
+19
| +0.6% | +$3.68K | 0.01% | 471 |
|
|
2021
Q2 | $601K | Buy |
3,439
+67
| +2% | +$11.9K | 0.01% | 495 |
|
|
2021
Q1 | $596K | Buy |
3,372
+403
| +14% | +$73.8K | 0.01% | 474 |
|
|
2020
Q4 | $616K | Buy |
2,969
+3
| +0.1% | +$583 | 0.01% | 448 |
|
|
2020
Q3 | $550K | Sell |
2,966
-1
| -0% | -$183 | 0.01% | 445 |
|
|
2020
Q2 | $505K | Sell |
2,967
-454
| -13% | -$71.7K | 0.01% | 465 |
|
|
2020
Q1 | $477K | Sell |
3,421
-925
| -21% | -$145K | 0.01% | 461 |
|
|
2019
Q4 | $649K | Buy |
4,346
+73
| +2% | +$10.8K | 0.01% | 470 |
|
|
2019
Q3 | $676K | Buy |
4,273
+54
| +1% | +$8.38K | 0.01% | 434 |
|
|
2019
Q2 | $618K | Sell |
4,219
-2,041
| -33% | -$288K | 0.01% | 455 |
|
|
2019
Q1 | $833K | Buy |
6,260
+107
| +2% | +$13K | 0.02% | 378 |
|
|
2018
Q4 | $671K | Sell |
6,153
-292
| -5% | -$34.1K | 0.02% | 401 |
|
|
2018
Q3 | $777K | Sell |
6,445
-869
| -12% | -$101K | 0.02% | 398 |
|
|
2018
Q2 | $787K | Hold |
7,314
| – | – | 0.02% | 400 |
|
|
2018
Q1 | $761K | Buy |
7,314
+355
| +5% | +$35.4K | 0.02% | 397 |
|
|
2017
Q4 | $668K | Buy |
6,959
+3,789
| +120% | +$343K | 0.01% | 422 |
|
|
2017
Q3 | $264K | Hold |
3,170
| – | – | 0.01% | 648 |
|
|
2017
Q2 | $267K | Buy |
3,170
+41
| +1% | +$3.32K | 0.01% | 659 |
|
|
2017
Q1 | $254K | Buy |
3,129
+40
| +1% | +$3.28K | 0.01% | 645 |
|
|
2016
Q4 | $251K | Buy |
3,089
+298
| +11% | +$24.4K | 0.01% | 641 |
|
|
2016
Q3 | $227K | Buy |
2,791
+252
| +10% | +$20.9K | 0.01% | 656 |
|
|
2016
Q2 | $206K | Buy |
+2,539
| New | +$199K | 0.01% | 671 |
|
|
2015
Q2 | – | Sell |
-9,162
| Closed | -$654K | – | 879 |
|
|
2015
Q1 | $654K | Buy |
9,162
+54
| +0.6% | +$3.65K | 0.01% | 515 |
|
|
2014
Q4 | $583K | Sell |
9,108
-97
| -1% | -$6.04K | 0.01% | 550 |
|
|
2014
Q3 | $560K | Buy |
9,205
+2,794
| +44% | +$174K | 0.01% | 570 |
|
|
2014
Q2 | $385K | Buy |
6,411
+1,107
| +21% | +$66.2K | 0.01% | 683 |
|
|
2014
Q1 | $318K | Buy |
5,304
+3
| +0.1% | +$190 | 0.01% | 712 |
|
|
2013
Q4 | $348K | Buy |
5,301
+768
| +17% | +$50.4K | 0.01% | 671 |
|
|
2013
Q3 | $294K | Buy |
4,533
+911
| +25% | +$57.5K | 0.01% | 737 |
|
|
2013
Q2 | $216K | Buy |
+3,622
| New | +$216K | 0.01% | 844 |
|