Avantax Advisory Services’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 | $1.23M | Sell |
16,769
-1,412
| -8% | -$104K | 0.01% | 1035 |
|
|
2025
Q1 | $1.29M | Sell |
18,181
-346
| -2% | -$24.6K | 0.01% | 957 |
|
|
2024
Q4 | $1.08M | Buy |
18,527
+524
| +3% | +$30.7K | 0.01% | 1005 |
|
|
2024
Q3 | $1.02M | Sell |
18,003
-506
| -3% | -$28.7K | 0.01% | 1005 |
|
|
2024
Q2 | $970K | Buy |
18,509
+9,311
| +101% | +$488K | 0.01% | 993 |
|
|
2024
Q1 | $542K | Buy |
9,198
+2,098
| +30% | +$124K | ﹤0.01% | 994 |
|
|
2023
Q4 | $335K | Buy |
+7,100
| New | +$335K | ﹤0.01% | 1187 |
|
|
2020
Q4 | – | Sell |
-15,422
| Closed | -$419K | – | 1366 |
|
|
2020
Q3 | $419K | Buy |
15,422
+1,989
| +15% | +$54K | 0.01% | 873 |
|
|
2020
Q2 | $342K | Buy |
13,433
+1,985
| +17% | +$50.5K | 0.01% | 593 |
|
|
2020
Q1 | $265K | Buy |
11,448
+29
| +0.3% | +$671 | 0.01% | 624 |
|
|
2019
Q4 | $351K | Buy |
+11,419
| New | +$351K | 0.01% | 584 |
|