Donaldson 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
2023 Q3	–	Sell	-2,236	Closed	-$505K	–	236
2023 Q2	$505K	Hold	2,236	–	–	0.02%	157
2023 Q1	$429K	Buy	2,236 +9	+0.4%	+$1.63K	0.02%	174
2022 Q4	$393K	Hold	2,227	–	–	0.02%	173
2022 Q3	$380K	Sell	2,227 -43	-2%	-$8.04K	0.02%	169
2022 Q2	$393K	Sell	2,270 -2,059	-48%	-$384K	0.02%	177
2022 Q1	$929K	Sell	4,329 -345	-7%	-$68K	0.04%	133
2021 Q4	$1.07M	Sell	4,674 -78	-2%	-$17K	0.05%	120
2021 Q3	$952K	Sell	4,752 -389	-8%	-$75.4K	0.05%	115
2021 Q2	$898K	Sell	5,141 -16,904	-77%	-$3M	0.05%	117
2021 Q1	$3.9M	Buy	22,045 +350	+2%	+$64.1K	0.21%	66
2020 Q4	$4.5M	Buy	21,695 +227	+1%	+$44.1K	0.27%	58
2020 Q3	$3.98M	Buy	21,468 +18,143	+546%	+$3.32M	0.27%	58
2020 Q2	$566K	Buy	3,325 +234	+8%	+$37K	0.04%	123
2020 Q1	$431K	Buy	3,091 +513	+20%	+$80.4K	0.04%	125
2019 Q4	$385K	Buy	2,578 +471	+22%	+$69.8K	0.03%	161
2019 Q3	$333K	Buy	2,107 +465	+28%	+$72.1K	0.02%	150
2019 Q2	$241K	Buy	1,642 +23	+1%	+$3.24K	0.02%	152
2019 Q1	$215K	Buy	+1,619	New	+$197K	0.02%	155