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

Accurate 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 Q3	$237K	Buy
2024 Q4	–	Sell
2024 Q3	$2.86M	Sell
2024 Q2	$2.62M	Buy
2024 Q1	$2.63M	Buy
2023 Q4	$2.24M	Buy
2023 Q1	–	Sell
2022 Q4	$47.6K	Buy