Wealth Enhancement Advisory Services
VRSK icon

Wealth Enhancement Advisory Services’s Verisk Analytics VRSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.77M Buy
18,985
+631
+3% +$192K 0.01% 840
2025
Q1
$5.46M Sell
18,354
-2,886
-14% -$859K 0.01% 799
2024
Q4
$5.85M Buy
21,240
+4,137
+24% +$1.14M 0.01% 743
2024
Q3
$4.58M Buy
17,103
+2,671
+19% +$716K 0.01% 753
2024
Q2
$3.89M Buy
14,432
+573
+4% +$154K 0.01% 760
2024
Q1
$3.27M Sell
13,859
-340
-2% -$80.1K 0.01% 785
2023
Q4
$3.39M Buy
14,199
+1,467
+12% +$350K 0.01% 721
2023
Q3
$3.01M Buy
+12,732
New +$3.01M 0.01% 713
2020
Q3
Sell
-14,570
Closed -$2.64M 245
2020
Q2
$2.64M Buy
14,570
+6,326
+77% +$1.15M 0.08% 98
2020
Q1
$1.25M Buy
+8,244
New +$1.25M 0.04% 156
2019
Q4
Sell
-11,826
Closed -$1.86M 242
2019
Q3
$1.86M Buy
+11,826
New +$1.86M 0.07% 110