Congress Wealth Management’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$991K	Buy	3,182 +1,991	+167%	+$620K	0.01%	708
2025 Q1	$354K	Buy	1,191 +100	+9%	+$29.7K	﹤0.01%	905
2024 Q4	$301K	Sell	1,091 -4	-0.4%	-$1.1K	﹤0.01%	767
2024 Q3	$293K	Buy	1,095 +17	+2%	+$4.56K	﹤0.01%	737
2024 Q2	$291K	Buy	+1,078	New	+$291K	﹤0.01%	622