Venturi 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
2025 Q1	–	Sell	-145	Closed	-$39.9K	–	1813
2024 Q4	$39.9K	Buy	145 +7	+5%	+$1.95K	﹤0.01%	1092
2024 Q3	$37K	Sell	138 -28	-17%	-$7.58K	﹤0.01%	850
2024 Q2	$44.7K	Buy	166 +56	+51%	+$13.7K	﹤0.01%	700
2024 Q1	$25.9K	Sell	110 -22	-17%	-$5.28K	﹤0.01%	661
2023 Q4	$31.5K	Buy	132 +31	+31%	+$7.34K	﹤0.01%	591
2023 Q3	$23.9K	Sell	101 -1	-1%	-$236	﹤0.01%	580
2023 Q2	$23.1K	Sell	102 -8	-7%	-$1.68K	﹤0.01%	527
2023 Q1	$21.1K	Buy	+110	New	+$19.9K	﹤0.01%	587
2021 Q3	–	Sell	-274	Closed	-$48K	–	337
2021 Q2	$48K	Sell	274 -1,290	-82%	-$229K	﹤0.01%	303
2021 Q1	$276K	Buy	1,564 +82	+6%	+$15K	0.03%	271
2020 Q4	$308K	Sell	1,482 -363	-20%	-$70.6K	0.03%	251
2020 Q3	$342K	Buy	+1,845	New	+$338K	0.04%	226