One Wealth 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 Q2	–	Sell	-819	Closed	-$244K	–	299
2025 Q1	$244K	Sell	819 -1,131	-58%	-$326K	0.04%	244
2024 Q4	$537K	Sell	1,950 -884	-31%	-$246K	0.08%	113
2024 Q3	$759K	Sell	2,834 -29	-1%	-$7.85K	0.12%	92
2024 Q2	$756K	Buy	2,863 +189	+7%	+$46.3K	0.16%	72
2024 Q1	$630K	Buy	2,674 +516	+24%	+$124K	0.11%	105
2023 Q4	$515K	Buy	2,158 +348	+19%	+$82.4K	0.1%	103
2023 Q3	$428K	Buy	+1,810	New	+$427K	0.1%	104
2023 Q1	–	Sell	-373	Closed	-$65.8K	–	592
2022 Q4	$65.8K	Buy	+373	New	+$65.5K	0.02%	360
2019 Q2	–	Sell	-22	Closed	-$3K	–	481
2019 Q1	$3K	Buy	+22	New	+$2.68K	﹤0.01%	451
2018 Q1	–	Sell	-1,788	Closed	-$172K	–	586
2017 Q4	$172K	Buy	+1,788	New	+$162K	0.14%	140