Avion 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 | $4K | Buy |
61
+13
| +27% | +$852 | ﹤0.01% | 695 |
|
|
2025
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 783 |
|
|
2024
Q4 | $2K | Buy |
48
+23
| +92% | +$958 | ﹤0.01% | 780 |
|
|
2024
Q3 | $1K | Sell |
25
-10
| -29% | -$400 | ﹤0.01% | 926 |
|
|
2024
Q2 | $1K | Buy |
35
+9
| +35% | +$257 | ﹤0.01% | 843 |
|
|
2024
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q3 | $1K | Buy |
26
+12
| +86% | +$462 | ﹤0.01% | 755 |
|
|
2023
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1065 |
|