Portside Wealth Group’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	$392K	Buy	2,065 +6	+0.3%	+$1.22K	0.05%	311
2025 Q4	$461K	Buy	2,059 +237	+13%	+$53.5K	0.06%	276
2025 Q3	$458K	Sell	1,822 -292	-14%	-$80.1K	0.06%	273
2025 Q2	$659K	Buy	2,114 +20	+1%	+$6.06K	0.1%	204
2025 Q1	$623K	Buy	2,094 +214	+11%	+$61.7K	0.1%	205
2024 Q4	$518K	Buy	1,880 +143	+8%	+$39.8K	0.09%	221
2024 Q3	$465K	Buy	1,737 +146	+9%	+$39.5K	0.08%	235
2024 Q2	$429K	Sell	1,591 -10	-0.6%	-$2.45K	0.08%	232
2024 Q1	$377K	Buy	1,601 +248	+18%	+$59.6K	0.07%	245
2023 Q4	$323K	Sell	1,353 -161	-11%	-$38.1K	0.06%	255
2023 Q3	$358K	Buy	1,514 +182	+14%	+$42.9K	0.07%	232
2023 Q2	$301K	Buy	+1,332	New	+$280K	0.06%	252