AO
Advisor OS’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
7,658
-477
| -6% | -$35K | 0.06% | 233 |
|
|
2025
Q1 | $579K | Sell |
8,135
-1,015
| -11% | -$72.2K | 0.07% | 210 |
|
|
2024
Q4 | $535K | Sell |
9,150
-6,968
| -43% | -$408K | 0.06% | 213 |
|
|
2024
Q3 | $914K | Buy |
16,118
+458
| +3% | +$26K | 0.09% | 164 |
|
|
2024
Q2 | $1.23M | Sell |
15,660
-225
| -1% | -$17.7K | 0.13% | 126 |
|
|
2024
Q1 | $1.4M | Buy |
15,885
+1,413
| +10% | +$125K | 0.16% | 115 |
|
|
2023
Q4 | $1.02M | Sell |
14,472
-829
| -5% | -$58.6K | 0.13% | 140 |
|
|
2023
Q3 | $971K | Buy |
15,301
+911
| +6% | +$57.8K | 0.15% | 135 |
|
|
2023
Q2 | $857K | Buy |
14,390
+362
| +3% | +$21.6K | 0.14% | 147 |
|
|
2023
Q1 | $873K | Sell |
14,028
-4,209
| -23% | -$262K | 0.21% | 121 |
|
|
2022
Q4 | $1.32M | Buy |
18,237
+253
| +1% | +$18.4K | 0.35% | 70 |
|
|
2022
Q3 | $1.16M | Buy |
17,984
+573
| +3% | +$37K | 0.35% | 59 |
|
|
2022
Q2 | $1.19M | Buy |
17,411
+1,507
| +9% | +$103K | 0.35% | 61 |
|
|
2022
Q1 | $1.06M | Buy |
15,904
+6,546
| +70% | +$436K | 0.31% | 77 |
|
|
2021
Q4 | $771K | Buy |
9,358
+887
| +10% | +$73.1K | 0.16% | 128 |
|
|
2021
Q3 | $619K | Buy |
8,471
+1,258
| +17% | +$91.9K | 0.13% | 135 |
|
|
2021
Q2 | $536K | Buy |
7,213
+3,045
| +73% | +$226K | 0.11% | 137 |
|
|
2021
Q1 | $315K | Buy |
+4,168
| New | +$315K | 0.07% | 154 |
|