SWA
SOA Wealth Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75 | Hold |
1
| – | – | ﹤0.01% | 847 |
|
|
2025
Q1 | $73 | Hold |
1
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $60 | Hold |
1
| – | – | ﹤0.01% | 856 |
|
|
2024
Q3 | $58 | Hold |
1
| – | – | ﹤0.01% | 823 |
|
|
2024
Q2 | $80 | Hold |
1
| – | – | ﹤0.01% | 831 |
|
|
2024
Q1 | $90 | Hold |
1
| – | – | ﹤0.01% | 876 |
|
|
2023
Q4 | $72 | Hold |
1
| – | – | ﹤0.01% | 887 |
|
|
2023
Q3 | $64 | Hold |
1
| – | – | ﹤0.01% | 917 |
|
|
2023
Q2 | $60 | Hold |
1
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $63 | Hold |
1
| – | – | ﹤0.01% | 946 |
|
|
2022
Q4 | $73 | Sell |
1
-12
| -92% | -$876 | ﹤0.01% | 950 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q2 | $0 | Sell |
13
-48
| -79% | – | ﹤0.01% | 1052 |
|
|
2022
Q1 | $4K | Buy |
61
+20
| +49% | +$1.31K | ﹤0.01% | 733 |
|
|
2021
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $3K | Buy |
41
+1
| +3% | +$73 | ﹤0.01% | 772 |
|
|
2021
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 790 |
|