Montag & Associates’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 | $112K | Hold |
360
| – | – | 0.01% | 463 |
|
|
2025
Q1 | $107K | Sell |
360
-2
| -0.6% | -$595 | 0.01% | 494 |
|
|
2024
Q4 | $99.7K | Hold |
362
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $97K | Buy |
362
+2
| +0.6% | +$536 | ﹤0.01% | 502 |
|
|
2024
Q2 | $97K | Hold |
360
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $85K | Hold |
360
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $86K | Buy |
360
+60
| +20% | +$14.3K | ﹤0.01% | 485 |
|
|
2023
Q3 | $70.9K | Hold |
300
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $67.8K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $57.6K | Hold |
300
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $52.9K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $51K | Buy |
+300
| New | +$51K | ﹤0.01% | 532 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$62K | – | 894 |
|
|
2021
Q1 | $62K | Hold |
350
| – | – | ﹤0.01% | 531 |
|
|
2020
Q4 | $73K | Buy |
+350
| New | +$73K | ﹤0.01% | 495 |
|