Holos Integrated Wealth’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	–	Sell	-25	Closed	-$7.44K	–	319
2025 Q1	$7.44K	Hold	25	–	–	﹤0.01%	207
2024 Q4	$6.89K	Buy	+25	New	+$6.89K	﹤0.01%	215