SOA 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	-13	Closed	-$3.87K	–	938
2025 Q1	$3.87K	Hold	13	–	–	﹤0.01%	655
2024 Q4	$3.58K	Hold	13	–	–	﹤0.01%	639
2024 Q3	$3.48K	Hold	13	–	–	﹤0.01%	632
2024 Q2	$3.5K	Sell	13 -2	-13%	-$489	﹤0.01%	633
2024 Q1	$3.54K	Hold	15	–	–	﹤0.01%	646
2023 Q4	$3.58K	Hold	15	–	–	﹤0.01%	637
2023 Q3	$3.54K	Hold	15	–	–	﹤0.01%	655
2023 Q2	$3.39K	Hold	15	–	–	﹤0.01%	666
2023 Q1	$2.88K	Hold	15	–	–	﹤0.01%	687
2022 Q4	$2.65K	Hold	15	–	–	﹤0.01%	705
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	735
2022 Q2	$2K	Sell	15 -64	-81%	-$11.9K	﹤0.01%	723
2022 Q1	$16K	Hold	79	–	–	﹤0.01%	508
2021 Q4	$18K	Hold	79	–	–	﹤0.01%	464
2021 Q3	$15K	Hold	79	–	–	﹤0.01%	511
2021 Q2	$13K	Buy	79 +29	+58%	+$5.14K	﹤0.01%	537
2021 Q1	$8K	Buy	50 +8	+19%	+$1.47K	﹤0.01%	560
2020 Q4	$8K	Buy	+42	New	+$8.16K	﹤0.01%	555