Heritage Wealth Advisors’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 | $210K | Hold |
2,863
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $204K | Hold |
2,863
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $168K | Hold |
2,863
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $162K | Sell |
2,863
-1
| -0% | -$57 | 0.01% | 229 |
|
|
2024
Q2 | $150K | Hold |
2,864
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $169K | Hold |
2,864
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $135K | Hold |
2,864
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $121K | Hold |
2,864
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $114K | Hold |
2,864
| – | – | 0.01% | 247 |
|
|
2023
Q1 | $119K | Hold |
2,864
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $139K | Hold |
2,864
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $123K | Hold |
2,864
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $130K | Hold |
2,864
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $127K | Hold |
2,864
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $105K | Hold |
2,864
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $93.2K | Hold |
2,864
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $94.7K | Hold |
2,864
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $95.9K | Hold |
2,864
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $85K | Hold |
2,864
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $77.8K | Hold |
2,864
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $72.9K | Hold |
2,864
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $66.4K | Hold |
2,864
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $88K | Hold |
2,864
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $91K | Hold |
2,864
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $83.9K | Sell |
2,864
-1
| -0% | -$29 | 0.01% | 211 |
|
|
2019
Q1 | $71.9K | Hold |
2,865
| – | – | 0.01% | 201 |
|
|
2018
Q4 | $62K | Hold |
2,865
| – | – | 0.01% | 184 |
|
|
2018
Q3 | $67K | Buy |
+2,865
| New | +$67K | 0.01% | 176 |
|