Strait & Sound Wealth Management’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	$313K	Hold	1,650	–	–	0.12%	125
2025 Q4	$369K	Buy	1,650 +34	+2%	+$7.67K	0.14%	108
2025 Q3	$406K	Hold	1,616	–	–	0.16%	99
2025 Q2	$503K	Sell	1,616 -384	-19%	-$116K	0.21%	89
2025 Q1	$595K	Hold	2,000	–	–	0.28%	75
2024 Q4	$551K	Hold	2,000	–	–	0.26%	70
2024 Q3	$536K	Sell	2,000 -268	-12%	-$72.6K	0.26%	70
2024 Q2	$611K	Sell	2,268 -19	-0.8%	-$4.65K	0.31%	55
2024 Q1	$511K	Hold	2,287	–	–	0.29%	55
2023 Q4	$541K	Hold	2,287	–	–	0.34%	51
2023 Q3	$540K	Hold	2,287	–	–	0.46%	46
2023 Q2	$517K	Buy	2,287 +19	+0.8%	+$3.99K	0.51%	44
2023 Q1	$435K	Buy	2,268 +66	+3%	+$12K	0.43%	55
2022 Q4	$400K	Buy	+2,202	New	+$387K	0.44%	57