WRPWM
Werba Rubin Papier Wealth Management’s Porch Group PRCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
109,286
| – | – | 0.24% | 62 |
|
|
2025
Q1 | $797K | Hold |
109,286
| – | – | 0.17% | 77 |
|
|
2024
Q4 | $538K | Sell |
109,286
-36,364
| -25% | -$179K | 0.13% | 97 |
|
|
2024
Q3 | $224K | Hold |
145,650
| – | – | 0.05% | 165 |
|
|
2024
Q2 | $220K | Hold |
145,650
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $628K | Hold |
145,650
| – | – | 0.18% | 68 |
|
|
2023
Q4 | $449K | Hold |
145,650
| – | – | 0.15% | 58 |
|
|
2023
Q3 | $117K | Hold |
145,650
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $201K | Hold |
145,650
| – | – | 0.07% | 113 |
|
|
2023
Q1 | $208K | Hold |
145,650
| – | – | 0.08% | 97 |
|
|
2022
Q4 | $274K | Buy |
+145,650
| New | +$274K | 0.11% | 77 |
|