Cary Street Partners Investment Advisory’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$253K	Buy	1,331 +247	+23%	+$50.1K	0.06%	303
2025 Q4	$243K	Buy	1,084 +707	+188%	+$160K	0.07%	291
2025 Q3	$95K	Buy	377 +34	+10%	+$9.33K	0.04%	371
2025 Q2	$107K	Buy	343 +25	+8%	+$7.58K	0.05%	319
2025 Q1	$94.6K	Buy	318 +101	+47%	+$29.1K	0.05%	300
2024 Q4	$59.8K	Sell	217 -977	-82%	-$272K	0.04%	302
2024 Q3	$320K	Buy	1,194 +104	+10%	+$28.2K	0.01%	610
2024 Q2	$294K	Buy	+1,090	New	+$267K	0.01%	600
2023 Q4	–	Sell	-501	Closed	-$118K	–	1764
2023 Q3	$118K	Buy	501 +163	+48%	+$38.4K	0.01%	664
2023 Q2	$76.4K	Buy	338 +50	+17%	+$10.5K	﹤0.01%	712
2023 Q1	$55.3K	Sell	288 -19	-6%	-$3.44K	﹤0.01%	719
2022 Q4	$54.2K	Buy	+307	New	+$53.9K	﹤0.01%	723
2022 Q3	–	Sell	-832	Closed	-$144K	–	572
2022 Q2	$144K	Buy	+832	New	+$155K	0.01%	470
2020 Q4	–	Sell	-19,715	Closed	-$3.65M	–	862
2020 Q3	$3.65M	Buy	+19,715	New	+$3.61M	0.77%	36