Arax Advisory Partners’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 | $494K | Sell |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $52.8K | Buy |
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|
2024
Q2 | $48K | Buy |
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|
2024
Q1 | $27.9K | Hold |
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|
2023
Q4 | $22.3K | Hold |
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|
2023
Q3 | $20K | Hold |
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|
2023
Q2 | $18.8K | Hold |
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|
2023
Q1 | $19.6K | Sell |
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|
2022
Q4 | $36.1K | Hold |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $34K | Buy |
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