Montag & Associates’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90.5K | Hold |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $99.7K | Hold |
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|
2024
Q3 | $97K | Buy |
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|
2024
Q2 | $97K | Hold |
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|
2024
Q1 | $85K | Hold |
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|
2023
Q4 | $86K | Buy |
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|
2023
Q3 | $70.9K | Hold |
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|
2023
Q2 | $67.8K | Hold |
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|
2023
Q1 | $57.6K | Hold |
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|
2022
Q4 | $52.9K | Hold |
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|
2022
Q3 | $51K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $73K | Buy |
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