Werba Rubin Papier Wealth Management’s Porch Group PRCH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$385K	Buy	53,709 +423	+0.8%	+$3.38K	0.05%	164
2025 Q4	$487K	Hold	53,286	–	–	0.13%	114
2025 Q3	$894K	Sell	53,286 -56,000	-51%	-$859K	0.14%	80
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%	-$117K	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	+$257K	0.11%	77