Avior Wealth Management’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 | $594K | Buy |
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|
2025
Q1 | $571K | Buy |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $444K | Buy |
|
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|
2024
Q2 | $408K | Sell |
|
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|
2024
Q1 | $587K | Buy |
|
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $289K | Buy |
|
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $248K | Buy |
|