Sequoia Financial 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
2026 Q1	$708K	Sell	3,732 -2,328	-38%	-$472K	﹤0.01%	1064
2025 Q4	$1.36M	Buy	6,060 +2,815	+87%	+$635K	0.01%	741
2025 Q3	$816K	Buy	3,245 +51	+2%	+$14K	0.01%	886
2025 Q2	$995K	Buy	3,194 +555	+21%	+$168K	0.01%	689
2025 Q1	$785K	Buy	2,639 +359	+16%	+$103K	0.01%	703
2024 Q4	$628K	Buy	2,280 +408	+22%	+$114K	0.01%	729
2024 Q3	$502K	Buy	1,872 +134	+8%	+$36.3K	0.01%	746
2024 Q2	$468K	Sell	1,738 -49	-3%	-$12K	0.01%	710
2024 Q1	$421K	Sell	1,787 -669	-27%	-$161K	0.01%	743
2023 Q4	$587K	Buy	2,456 +1,315	+115%	+$311K	0.01%	691
2023 Q3	$270K	Buy	1,141 +42	+4%	+$9.9K	﹤0.01%	731
2023 Q2	$248K	Sell	1,099 -7	-0.6%	-$1.47K	﹤0.01%	765
2023 Q1	$212K	Buy	+1,106	New	+$200K	﹤0.01%	748