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HHM Wealth Advisors’s W.R. Berkley WRB Stock Holding History

HHM Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$176 – 1043
2024
Q4 		$176 Buy
+3
New +$176 ﹤0.01% 976
2022
Q3 		– Sell
-97
Closed -$7K – 822
2022
Q2 		$7K Buy
+97
New +$7K ﹤0.01% 602