Annis Gardner Whiting Capital Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81K | Sell |
79
-18
| -19% | -$1.32K | ﹤0.01% | 824 |
|
|
2025
Q1 | $6.9K | Buy |
97
+46
| +90% | +$3.27K | ﹤0.01% | 591 |
|
|
2024
Q4 | $2.99K | Hold |
51
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $2.89K | Hold |
51
| – | – | ﹤0.01% | 682 |
|
|
2024
Q2 | $2.67K | Sell |
51
-2
| -4% | -$105 | ﹤0.01% | 837 |
|
|
2024
Q1 | $3.1K | Buy |
53
+2
| +4% | +$117 | ﹤0.01% | 815 |
|
|
2023
Q4 | $2.41K | Hold |
51
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $2.18K | Buy |
+51
| New | +$2.18K | ﹤0.01% | 609 |
|