VWA
Valued 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 | $441 | Hold |
6
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $427 | Hold |
6
| – | – | ﹤0.01% | 565 |
|
|
2024
Q4 | $352 | Hold |
6
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $341 | Buy |
6
+2
| +50% | +$114 | ﹤0.01% | 559 |
|
|
2024
Q2 | $315 | Hold |
4
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $354 | Hold |
4
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $257 | Buy |
+4
| New | +$257 | ﹤0.01% | 483 |
|