Axxcess Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
6,256
-129
| -2% | -$9.48K | 0.01% | 609 |
|
|
2025
Q1 | $454K | Buy |
6,385
+228
| +4% | +$16.2K | 0.01% | 577 |
|
|
2024
Q4 | $360K | Sell |
6,157
-59
| -0.9% | -$3.45K | 0.01% | 622 |
|
|
2024
Q3 | $353K | Sell |
6,216
-132
| -2% | -$7.49K | 0.01% | 639 |
|
|
2024
Q2 | $333K | Sell |
6,348
-10,113
| -61% | -$530K | 0.01% | 623 |
|
|
2024
Q1 | $971K | Buy |
16,461
+1,341
| +9% | +$79.1K | 0.03% | 375 |
|
|
2023
Q4 | $713K | Buy |
15,120
+8,487
| +128% | +$400K | 0.02% | 421 |
|
|
2023
Q3 | $281K | Buy |
6,633
+709
| +12% | +$30K | 0.01% | 617 |
|
|
2023
Q2 | $235K | Sell |
5,924
-5,550
| -48% | -$220K | 0.02% | 517 |
|
|
2023
Q1 | $476K | Sell |
11,474
-8,877
| -44% | -$368K | 0.04% | 377 |
|
|
2022
Q4 | $985K | Sell |
20,351
-1,006
| -5% | -$48.7K | 0.08% | 226 |
|
|
2022
Q3 | $919K | Buy |
21,357
+1,003
| +5% | +$43.2K | 0.09% | 200 |
|
|
2022
Q2 | $926K | Sell |
20,354
-3,916
| -16% | -$178K | 0.09% | 197 |
|
|
2022
Q1 | $1.08M | Buy |
24,270
+12,437
| +105% | +$552K | 0.08% | 201 |
|
|
2021
Q4 | $433K | Buy |
+11,833
| New | +$433K | 0.03% | 386 |
|