Armstrong Advisory Group’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 | $36.8K | Sell |
500
-119
| -19% | -$8.75K | ﹤0.01% | 434 |
|
|
2025
Q1 | $36.2K | Hold |
619
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $36.2K | Hold |
619
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $35.1K | Buy |
619
+4
| +0.7% | +$227 | ﹤0.01% | 417 |
|
|
2024
Q2 | $32.2K | Buy |
615
+313
| +104% | +$16.4K | ﹤0.01% | 414 |
|
|
2024
Q1 | $14.2K | Hold |
302
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $14.2K | Buy |
302
+2
| +0.7% | +$94 | ﹤0.01% | 528 |
|
|
2023
Q3 | $12.7K | Hold |
300
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $11.9K | Buy |
+300
| New | +$11.9K | ﹤0.01% | 554 |
|