Axxcess 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 | $460K | Sell |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $353K | Sell |
|
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|
2024
Q2 | $333K | Sell |
|
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|
2024
Q1 | $971K | Buy |
|
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $926K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $433K | Buy |
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