Ashton Thomas Private Wealth’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 | $446K | Buy |
6,067
+637
| +12% | +$46.8K | 0.02% | 615 |
|
|
2025
Q1 | $386K | Buy |
5,430
+506
| +10% | +$36K | 0.01% | 603 |
|
|
2024
Q4 | $288K | Buy |
4,924
+47
| +1% | +$2.75K | 0.01% | 633 |
|
|
2024
Q3 | $277K | Buy |
4,877
+176
| +4% | +$9.98K | 0.01% | 526 |
|
|
2024
Q2 | $246K | Buy |
4,701
+1,141
| +32% | +$59.8K | 0.01% | 523 |
|
|
2024
Q1 | $210K | Buy |
+3,560
| New | +$210K | 0.01% | 567 |
|