Western Pacific 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	$250K	Buy	1,317 +113	+9%	+$22.9K	0.25%	52
2025 Q4	$269K	Buy	1,204 +204	+20%	+$46K	0.26%	47
2025 Q3	$252K	Hold	1,000	–	–	0.25%	52
2025 Q2	$312K	Hold	1,000	–	–	0.3%	45
2025 Q1	$298K	Hold	1,000	–	–	0.27%	46
2024 Q4	$275K	Hold	1,000	–	–	0.22%	48
2024 Q3	$268K	Hold	1,000	–	–	0.18%	41
2024 Q2	$270K	Hold	1,000	–	–	0.2%	35
2024 Q1	$236K	Hold	1,000	–	–	0.17%	43
2023 Q4	$239K	Hold	1,000	–	–	0.17%	37
2023 Q3	$236K	Hold	1,000	–	–	0.19%	34
2023 Q2	$226K	Hold	1,000	–	–	0.17%	35
2023 Q1	$192K	Hold	1,000	–	–	0.15%	41
2022 Q4	$176K	Hold	1,000	–	–	0.15%	42
2022 Q3	$170K	Hold	1,000	–	–	0.18%	30
2022 Q2	$173K	Hold	1,000	–	–	0.17%	29
2022 Q1	$214K	Hold	1,000	–	–	0.16%	30
2021 Q4	$228K	Buy	+1,000	New	+$218K	0.15%	36