Mount Yale Investment Advisors’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
Sell
2025
Q2
$34K Buy
2018
Q4
Sell
2018
Q3
$79K Hold
2018
Q2
$70K Hold
2018
Q1
$68K Buy