Heritage Wealth Management (Arizona)’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $429K | Sell |
8,187
-1,017
| -11% | -$53.3K | 0.24% | 88 |
|
|
2024
Q1 | $543K | Sell |
9,204
-273
| -3% | -$16.1K | 0.28% | 78 |
|
|
2023
Q4 | $447K | Buy |
+9,477
| New | +$447K | 0.24% | 88 |
|
|
2022
Q4 | $1.52M | Buy |
31,433
+16,596
| +112% | +$803K | 0.22% | 73 |
|
|
2022
Q3 | $639K | Buy |
14,837
+668
| +5% | +$28.8K | 0.21% | 83 |
|
|
2022
Q2 | $645K | Buy |
14,169
+1,707
| +14% | +$77.7K | 0.21% | 82 |
|
|
2022
Q1 | $553K | Buy |
+12,462
| New | +$553K | 0.15% | 105 |
|
|
2021
Q3 | $201K | Buy |
6,167
+1,048
| +20% | +$34.2K | 0.07% | 217 |
|
|
2021
Q2 | $169K | Buy |
+5,119
| New | +$169K | 0.06% | 256 |
|