Capital Asset Advisory Services’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,190	Closed	-$357K	–	303
2025 Q1	$357K	Hold	1,190	–	–	0.02%	204
2024 Q4	$329K	Sell	1,190 -18	-1%	-$5.01K	0.02%	239
2024 Q3	$329K	Sell	1,208 -55	-4%	-$14.9K	0.02%	240
2024 Q2	$348K	Sell	1,263 -22	-2%	-$5.38K	0.02%	230
2024 Q1	$292K	Sell	1,285 -905	-41%	-$217K	0.02%	245
2023 Q4	$523K	Sell	2,190 -611	-22%	-$145K	0.03%	190
2023 Q3	$688K	Sell	2,801 -539	-16%	-$127K	0.05%	157
2023 Q2	$764K	Sell	3,340 -29	-0.9%	-$6.09K	0.05%	154
2023 Q1	$646K	Sell	3,369 -153	-4%	-$27.7K	0.05%	173
2022 Q4	$635K	Sell	3,522 -2,677	-43%	-$470K	0.05%	173
2022 Q3	$1.06M	Sell	6,199 -1,686	-21%	-$315K	0.14%	86
2022 Q2	$1.36M	Buy	7,885 +1,805	+30%	+$337K	0.15%	88
2022 Q1	$1.3M	Buy	6,080 +1,873	+45%	+$369K	0.14%	94
2021 Q4	$962K	Buy	4,207 +1,312	+45%	+$286K	0.1%	143
2021 Q3	$580K	Buy	+2,895	New	+$561K	0.06%	230
2021 Q1	–	Sell	-279	Closed	-$58K	–	1484
2020 Q4	$58K	Buy	+279	New	+$54.2K	0.01%	579