Pinnacle Wealth Planning Services’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	$124K	Buy	652 +48	+8%	+$9.74K	0.01%	688
2025 Q4	$135K	Buy	+604	New	+$136K	0.01%	630
2025 Q3	–	Sell	-754	Closed	-$235K	–	512
2025 Q2	$235K	Buy	754 +70	+10%	+$21.2K	0.03%	374
2025 Q1	$204K	Buy	+684	New	+$197K	0.03%	363
2024 Q4	–	Sell	-832	Closed	-$223K	–	560
2024 Q3	$223K	Sell	832 -18	-2%	-$4.87K	0.03%	421
2024 Q2	$229K	Hold	850	–	–	0.03%	372
2024 Q1	$200K	Sell	850 -1	-0.1%	-$240	0.03%	435
2023 Q4	$203K	Sell	851 -1	-0.1%	-$237	0.03%	405
2023 Q3	$201K	Buy	+852	New	+$201K	0.03%	370
2021 Q1	–	Sell	-573	Closed	-$119K	–	1907
2020 Q4	$119K	Buy	+573	New	+$111K	0.03%	408