Abound Wealth Management’s W.R. Berkley WRB Stock Holding History

Abound Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$181	Buy
2024 Q1	–	Sell
2023 Q4	$5.3K	Hold
2023 Q3	$4.76K	Sell
2023 Q2	$5.18K	Buy
2023 Q1	$4.67K	Buy