Waldron Private Wealth’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,342	Closed	-$559K	–	450
2023 Q4	$559K	Buy	2,342 +8	+0.3%	+$1.91K	0.03%	218
2023 Q3	$551K	Sell	2,334 -135	-5%	-$31.9K	0.03%	211
2023 Q2	$558K	Sell	2,469 -42	-2%	-$9.49K	0.03%	212
2023 Q1	$482K	Buy	+2,511	New	+$482K	0.02%	261