Coldstream Capital Management’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	$719K	Buy	3,788 +1,034	+38%	+$210K	0.01%	568
2025 Q4	$616K	Buy	2,754 +387	+16%	+$87.3K	0.01%	630
2025 Q3	$595K	Buy	2,367 +37	+2%	+$10.2K	0.01%	659
2025 Q2	$726K	Sell	2,330 -5	-0.2%	-$1.52K	0.01%	512
2025 Q1	$695K	Sell	2,335 -38	-2%	-$11K	0.01%	483
2024 Q4	$654K	Sell	2,373 -37	-2%	-$10.3K	0.01%	502
2024 Q3	$651K	Buy	2,410 +235	+11%	+$63.6K	0.01%	520
2024 Q2	$586K	Buy	2,175 +27	+1%	+$6.61K	0.01%	492
2024 Q1	$506K	Buy	2,148 +480	+29%	+$115K	0.01%	545
2023 Q4	$398K	Buy	1,668 +71	+4%	+$16.8K	0.01%	597
2023 Q3	$377K	Sell	1,597 -32	-2%	-$7.54K	0.01%	534
2023 Q2	$368K	Buy	1,629 +31	+2%	+$6.51K	0.01%	559
2023 Q1	$307K	Buy	1,598 +80	+5%	+$14.5K	0.01%	614
2022 Q4	$268K	Buy	+1,518	New	+$267K	0.01%	653
2022 Q2	$211K	Sell	1,221 -110	-8%	-$20.5K	0.01%	712
2022 Q1	$286K	Sell	1,331 -38	-3%	-$7.49K	0.01%	588
2021 Q4	$313K	Buy	+1,369	New	+$299K	0.01%	596