Heritage Wealth Advisors’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	$183K	Buy	962 +805	+513%	+$163K	0.01%	210
2025 Q4	$35.1K	Hold	157	–	–	﹤0.01%	354
2025 Q3	$39.5K	Hold	157	–	–	﹤0.01%	321
2025 Q2	$48.9K	Hold	157	–	–	﹤0.01%	298
2025 Q1	$46.7K	Hold	157	–	–	﹤0.01%	306
2024 Q4	$43.2K	Hold	157	–	–	﹤0.01%	323
2024 Q3	$42.1K	Hold	157	–	–	﹤0.01%	341
2024 Q2	$42.3K	Hold	157	–	–	﹤0.01%	325
2024 Q1	$37K	Hold	157	–	–	﹤0.01%	353
2023 Q4	$37.5K	Hold	157	–	–	﹤0.01%	359
2023 Q3	$37.1K	Hold	157	–	–	﹤0.01%	328
2023 Q2	$35.5K	Sell	157 -10	-6%	-$2.1K	﹤0.01%	358
2023 Q1	$32K	Sell	167 -87	-34%	-$15.8K	﹤0.01%	366
2022 Q4	$44.8K	Buy	+254	New	+$44.6K	﹤0.01%	332