Apollon Wealth Management’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 | $409K | Buy |
5,567
+788
| +16% | +$57.9K | 0.01% | 879 |
|
|
2025
Q1 | $340K | Buy |
4,779
+640
| +15% | +$45.5K | 0.01% | 907 |
|
|
2024
Q4 | $242K | Buy |
4,139
+54
| +1% | +$3.16K | 0.01% | 1028 |
|
|
2024
Q3 | $232K | Buy |
4,085
+23
| +0.6% | +$1.31K | 0.01% | 1015 |
|
|
2024
Q2 | $213K | Buy |
+4,062
| New | +$213K | 0.01% | 1003 |
|
|
2020
Q3 | – | Sell |
-81
| Closed | -$2K | – | 686 |
|
|
2020
Q2 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 655 |
|