Kolinsky 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
2024 Q4	$288K	Sell	1,047 -2	-0.2%	-$557	0.18%	117
2024 Q3	$281K	Buy	1,049 +4	+0.4%	+$1.08K	0.18%	125
2024 Q2	$282K	Sell	1,045 -14	-1%	-$3.43K	0.2%	117
2024 Q1	$250K	Sell	1,059 -16	-1%	-$3.84K	0.19%	121
2023 Q4	$257K	Sell	1,075 -271	-20%	-$64.2K	0.23%	114
2023 Q3	$318K	Sell	1,346 -37	-3%	-$8.72K	0.32%	79
2023 Q2	$309K	Buy	1,383 +233	+20%	+$48.9K	0.29%	84
2023 Q1	$221K	Sell	1,150 -200	-15%	-$36.2K	0.23%	113
2022 Q4	$238K	Buy	1,350 +72	+6%	+$12.7K	0.27%	103
2022 Q3	$218K	Buy	+1,278	New	+$239K	0.27%	105
2022 Q2	–	Sell	-1,093	Closed	-$235K	–	150
2022 Q1	$235K	Sell	1,093 -25	-2%	-$4.93K	0.23%	114
2021 Q4	$256K	Buy	+1,118	New	+$244K	0.24%	114