Mount Yale Investment Advisors’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	$34K	Buy	+109	New	+$34K	﹤0.01%	927
2018 Q4	–	Sell	-650	Closed	-$79K	–	776
2018 Q3	$79K	Hold	650	–	–	0.01%	514
2018 Q2	$70K	Hold	650	–	–	0.01%	562
2018 Q1	$68K	Buy	+650	New	+$68K	0.01%	558