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

Valued Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$441	Hold
2025 Q1	$427	Hold
2024 Q4	$352	Hold
2024 Q3	$341	Hold
2024 Q2	$315	Hold
2024 Q1	$354	Hold
2023 Q4	$257	Buy