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
2026 Q1	$68.3K	Hold	360	–	–	﹤0.01%	548
2025 Q4	$80.5K	Hold	360	–	–	﹤0.01%	531
2025 Q3	$90.5K	Hold	360	–	–	﹤0.01%	501
2025 Q2	$112K	Hold	360	–	–	0.01%	467
2025 Q1	$107K	Sell	360 -2	-0.6%	-$576	0.01%	494
2024 Q4	$99.7K	Hold	362	–	–	﹤0.01%	499
2024 Q3	$97K	Buy	362 +2	+0.6%	+$541	﹤0.01%	502
2024 Q2	$97K	Hold	360	–	–	﹤0.01%	494
2024 Q1	$85K	Hold	360	–	–	﹤0.01%	509
2023 Q4	$86K	Buy	360 +60	+20%	+$14.2K	﹤0.01%	486
2023 Q3	$70.9K	Hold	300	–	–	﹤0.01%	498
2023 Q2	$67.8K	Hold	300	–	–	﹤0.01%	517
2023 Q1	$57.6K	Hold	300	–	–	﹤0.01%	532
2022 Q4	$52.9K	Hold	300	–	–	﹤0.01%	535
2022 Q3	$51K	Buy	+300	New	+$56.1K	﹤0.01%	532
2021 Q2	–	Sell	-350	Closed	-$62K	–	894
2021 Q1	$62K	Hold	350	–	–	﹤0.01%	531
2020 Q4	$73K	Buy	+350	New	+$68K	﹤0.01%	495