Advisornet Financial’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Sell |
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|
2025
Q2 | $187K | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2024
Q4 | $179K | Sell |
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|
2024
Q3 | $176K | Buy |
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|
2024
Q2 | $111K | Sell |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | $87.6K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $328K | Hold |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $25K | Buy |
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|
2018
Q3 | $27K | Buy |
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|
2018
Q2 | $22K | Buy |
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