Circle Wealth Management’s Verisk Analytics VRSK Stock Holding History

Circle Wealth Management’s Portfolio VRSK Stock Details VRSK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$469K	Buy
2022 Q2	–	Sell
2022 Q1	$913K	Buy
2021 Q4	$441K	Sell
2021 Q3	$563K	Hold
2021 Q2	$491K	Buy
2021 Q1	$414K	Sell
2020 Q4	$519K	Buy
2020 Q3	$378K	Buy
2020 Q2	$234K	Buy