Heritage Wealth Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Hold |
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|
2025
Q2 | $210K | Hold |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $168K | Hold |
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|
2024
Q3 | $162K | Sell |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $135K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $127K | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $93.2K | Hold |
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|
2021
Q2 | $94.7K | Hold |
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|
2021
Q1 | $95.9K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $77.8K | Hold |
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|
2020
Q2 | $72.9K | Hold |
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|
2020
Q1 | $66.4K | Hold |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $91K | Hold |
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|
2019
Q2 | $83.9K | Sell |
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|
2019
Q1 | $71.9K | Hold |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $67K | Buy |
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