WealthOne’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$535K	Hold	2,266	–	–	0.22%	40
2023 Q2	$512K	Hold	2,266	–	–	0.19%	47
2023 Q1	$435K	Hold	2,266	–	–	0.17%	59
2022 Q4	$400K	Hold	2,266	–	–	0.16%	62
2022 Q3	$386K	Hold	2,266	–	–	0.17%	66
2022 Q2	$392K	Hold	2,266	–	–	0.16%	72
2022 Q1	$486K	Sell	2,266 -1,050	-32%	-$225K	0.17%	64
2021 Q4	$758K	Hold	3,316	–	–	0.26%	40
2021 Q3	$664K	Hold	3,316	–	–	0.25%	50
2021 Q2	$579K	Hold	3,316	–	–	0.23%	58
2021 Q1	$586K	Sell	3,316 -1,000	-23%	-$177K	0.25%	57
2020 Q4	$896K	Hold	4,316	–	–	0.43%	32
2020 Q3	$800K	Hold	4,316	–	–	0.45%	32
2020 Q2	$735K	Hold	4,316	–	–	0.45%	32
2020 Q1	$602K	Sell	4,316 -1,000	-19%	-$139K	0.46%	36
2019 Q4	$794K	Hold	5,316	–	–	0.49%	28
2019 Q3	$841K	Hold	5,316	–	–	0.6%	29
2019 Q2	$779K	Buy	+5,316	New	+$779K	0.55%	30
2019 Q1	–	Sell	-5,316	Closed	-$580K	–	563
2018 Q4	$580K	Buy	+5,316	New	+$580K	0.51%	32