Wealth Advisors of Iowa’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $490K | Hold |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $396K | Hold |
|
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|
2024
Q2 | $365K | Hold |
|
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|
2024
Q1 | $411K | Hold |
|
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $316K | Buy |
|