Allworth 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
Q2 | $233K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $79.9K | Buy |
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|
2023
Q3 | $60.5K | Buy |
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|
2023
Q2 | $24.7K | Buy |
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|
2023
Q1 | $6.66K | Buy |
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|
2022
Q4 | $4.21K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $30K | Hold |
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|
2018
Q4 | $26K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $25K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $23K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $21K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $19K | Hold |
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|
2015
Q2 | $18K | Hold |
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|
2015
Q1 | $18K | Buy |
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