Crestmont Private Wealth’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	$549K	Buy	2,894 +619	+27%	+$126K	0.17%	52
2025 Q4	$509K	Sell	2,275 -274	-11%	-$61.8K	0.17%	52
2025 Q3	$641K	Buy	2,549 +304	+14%	+$83.4K	0.21%	42
2025 Q2	$699K	Buy	2,245 +207	+10%	+$62.8K	0.25%	29
2025 Q1	$607K	Buy	2,038 +321	+19%	+$92.5K	0.26%	32
2024 Q4	$473K	Buy	1,717 +61	+4%	+$17K	0.21%	36
2024 Q3	$444K	Buy	1,656 +98	+6%	+$26.5K	0.19%	39
2024 Q2	$420K	Sell	1,558 -40	-3%	-$9.79K	0.2%	34
2024 Q1	$377K	Buy	1,598 +218	+16%	+$52.4K	0.19%	41
2023 Q4	$330K	Sell	1,380 -27	-2%	-$6.39K	0.17%	33
2023 Q3	$332K	Sell	1,407 -371	-21%	-$87.4K	0.2%	25
2023 Q2	$402K	Buy	1,778 +174	+11%	+$36.5K	0.24%	27
2023 Q1	$308K	Buy	1,604 +228	+17%	+$41.3K	0.2%	32
2022 Q4	$243K	Buy	+1,376	New	+$242K	0.17%	41