HB Wealth 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	$1.39M	Sell	7,326 -3,081	-30%	-$625K	0.01%	538
2025 Q4	$2.33M	Buy	10,407 +1,102	+12%	+$249K	0.02%	383
2025 Q3	$2.34M	Buy	9,305 +85	+0.9%	+$23.3K	0.02%	386
2025 Q2	$2.87M	Buy	9,220 +220	+2%	+$66.7K	0.02%	305
2025 Q1	$2.68M	Buy	9,000 +5,802	+181%	+$1.67M	0.02%	326
2024 Q4	$881K	Buy	3,198 +191	+6%	+$53.2K	0.01%	437
2024 Q3	$806K	Buy	3,007 +167	+6%	+$45.2K	0.01%	442
2024 Q2	$766K	Buy	2,840 +416	+17%	+$102K	0.01%	431
2024 Q1	$571K	Buy	2,424 +172	+8%	+$41.3K	0.01%	460
2023 Q4	$538K	Buy	2,252 +148	+7%	+$35K	0.01%	435
2023 Q3	$497K	Buy	2,104 +302	+17%	+$71.2K	0.01%	428
2023 Q2	$407K	Buy	1,802 +145	+9%	+$30.5K	0.01%	469
2023 Q1	$318K	Buy	1,657 +191	+13%	+$34.6K	0.01%	520
2022 Q4	$259K	Buy	1,466 +112	+8%	+$19.7K	﹤0.01%	560
2022 Q3	$231K	Buy	+1,354	New	+$253K	﹤0.01%	506
2022 Q2	–	Sell	-1,263	Closed	-$271K	–	629
2022 Q1	$271K	Buy	1,263 +278	+28%	+$54.8K	0.01%	475
2021 Q4	$225K	Buy	+985	New	+$215K	﹤0.01%	466