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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.8K	Buy	+160	New	+$11.8K	0.01%	247
2025 Q1	–	Sell	-160	Closed	-$9.36K	–	421
2024 Q4	$9.36K	Buy	+160	New	+$9.36K	0.01%	252