AE Wealth Management’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
Q2 | $456K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $864K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $874K | Sell |
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|
2022
Q2 | $4.27M | Sell |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $378K | Buy |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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