WAOI
Wealth Advisors of Iowa’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
6,882
| – | – | 0.19% | 44 |
|
|
2025
Q1 | $490K | Hold |
6,882
| – | – | 0.21% | 44 |
|
|
2024
Q4 | $403K | Sell |
6,882
-90
| -1% | -$5.27K | 0.2% | 39 |
|
|
2024
Q3 | $396K | Buy |
6,972
+2,324
| +50% | +$132K | 0.2% | 39 |
|
|
2024
Q2 | $365K | Hold |
4,648
| – | – | 0.2% | 27 |
|
|
2024
Q1 | $411K | Hold |
4,648
| – | – | 0.25% | 36 |
|
|
2023
Q4 | $329K | Sell |
4,648
-250
| -5% | -$17.7K | 0.22% | 40 |
|
|
2023
Q3 | $311K | Hold |
4,898
| – | – | 0.22% | 43 |
|
|
2023
Q2 | $292K | Hold |
4,898
| – | – | 0.21% | 46 |
|
|
2023
Q1 | $305K | Hold |
4,898
| – | – | 0.24% | 42 |
|
|
2022
Q4 | $355K | Hold |
4,898
| – | – | 0.29% | 39 |
|
|
2022
Q3 | $316K | Buy |
+4,898
| New | +$316K | 0.3% | 36 |
|