SVWAG
Sound View Wealth Advisors Group’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
46,807
-462
| -1% | -$33.9K | 0.25% | 89 |
|
|
2025
Q1 | $3.36M | Sell |
47,269
-632
| -1% | -$45K | 0.28% | 82 |
|
|
2024
Q4 | $2.8M | Buy |
47,901
+12
| +0% | +$702 | 0.23% | 95 |
|
|
2024
Q3 | $2.72M | Buy |
47,889
+16,913
| +55% | +$959K | 0.22% | 105 |
|
|
2024
Q2 | $2.43M | Buy |
30,976
+103
| +0.3% | +$8.09K | 0.25% | 89 |
|
|
2024
Q1 | $2.73M | Sell |
30,873
-1,032
| -3% | -$91.3K | 0.29% | 81 |
|
|
2023
Q4 | $2.26M | Buy |
31,905
+103
| +0.3% | +$7.28K | 0.25% | 102 |
|
|
2023
Q3 | $2.02M | Buy |
31,802
+1,016
| +3% | +$64.5K | 0.25% | 93 |
|
|
2023
Q2 | $1.83M | Buy |
30,786
+35
| +0.1% | +$2.09K | 0.24% | 94 |
|
|
2023
Q1 | $1.91M | Sell |
30,751
-1,154
| -4% | -$71.8K | 0.26% | 89 |
|
|
2022
Q4 | $2.26M | Buy |
31,905
+1,161
| +4% | +$82.1K | 0.25% | 102 |
|
|
2022
Q3 | $1.99M | Buy |
30,744
+3
| +0% | +$194 | 0.45% | 61 |
|
|
2022
Q2 | $2.1M | Hold |
30,741
| – | – | 0.44% | 63 |
|
|
2022
Q1 | $2.05M | Buy |
30,741
+10,247
| +50% | +$682K | 0.39% | 64 |
|
|
2021
Q4 | $1.69M | Buy |
20,494
+2
| +0% | +$165 | 0.32% | 80 |
|
|
2021
Q3 | $1.5M | Buy |
20,492
+4
| +0% | +$293 | 0.31% | 86 |
|
|
2021
Q2 | $1.53M | Hold |
20,488
| – | – | 0.32% | 86 |
|
|
2021
Q1 | $1.54M | Buy |
20,488
+1
| +0% | +$75 | 0.36% | 79 |
|
|
2020
Q4 | $1.36M | Buy |
20,487
+2
| +0% | +$133 | 0.33% | 86 |
|
|
2020
Q3 | $1.25M | Buy |
20,485
+5
| +0% | +$306 | 0.33% | 85 |
|
|
2020
Q2 | $1.17M | Hold |
20,480
| – | – | 0.33% | 86 |
|
|
2020
Q1 | $1.07M | Buy |
20,480
+2
| +0% | +$104 | 0.37% | 77 |
|
|
2019
Q4 | $1.42M | Buy |
20,478
+4
| +0% | +$276 | 0.4% | 77 |
|
|
2019
Q3 | $1.48M | Buy |
20,474
+1
| +0% | +$72 | 0.44% | 72 |
|
|
2019
Q2 | $1.35M | Buy |
+20,473
| New | +$1.35M | 0.4% | 75 |
|