Guardian Wealth Advisors (North Carolina)’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
3,570
-193
| -5% | -$14.2K | 0.02% | 286 |
|
|
2025
Q1 | $268K | Sell |
3,763
-18
| -0.5% | -$1.28K | 0.02% | 266 |
|
|
2024
Q4 | $221K | Buy |
3,781
+54
| +1% | +$3.16K | 0.02% | 299 |
|
|
2024
Q3 | $211K | Buy |
+3,727
| New | +$211K | 0.02% | 262 |
|
|
2024
Q2 | – | Sell |
-3,729
| Closed | -$220K | – | 470 |
|
|
2024
Q1 | $220K | Buy |
+3,729
| New | +$220K | 0.03% | 257 |
|