Aptus Capital Advisors’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 | $1.08M | Sell |
|
|||||
|
2025
Q2 | $1.33M | Buy |
|
|||||
|
2025
Q1 | $892K | Buy |
|
|||||
|
2024
Q4 | $520K | Buy |
|
|||||
|
2024
Q3 | $224K | Sell |
|
|||||
|
2024
Q2 | $241K | Sell |
|
|||||
|
2024
Q1 | $408K | Buy |
|
|||||
|
2023
Q4 | $319K | Sell |
|
|||||
|
2023
Q3 | $289K | Sell |
|
|||||
|
2023
Q2 | $280K | Sell |
|
|||||
|
2023
Q1 | $294K | Sell |
|
|||||
|
2022
Q4 | $343K | Buy |
|
|||||
|
2022
Q3 | $291K | Buy |
|
|||||
|
2022
Q2 | $306K | Buy |
|
|||||
|
2022
Q1 | $290K | Buy |
|