B. Riley Wealth Advisors’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 | $330K | Buy |
+4,498
| New | +$330K | 0.02% | 656 |
|
|
2024
Q4 | $258K | Sell |
4,416
-230
| -5% | -$13.5K | 0.01% | 930 |
|
|
2024
Q3 | $264K | Buy |
4,646
+26
| +0.6% | +$1.48K | 0.01% | 1017 |
|
|
2024
Q2 | $242K | Sell |
4,620
-4,389
| -49% | -$230K | 0.01% | 1131 |
|
|
2024
Q1 | $385K | Buy |
9,009
+4,431
| +97% | +$189K | 0.01% | 927 |
|
|
2023
Q4 | $216K | Sell |
4,578
-4,431
| -49% | -$209K | 0.01% | 1218 |
|
|
2023
Q3 | $385K | Sell |
9,009
-4,181
| -32% | -$179K | 0.01% | 927 |
|
|
2023
Q2 | $524K | Sell |
13,190
-4,285
| -25% | -$170K | 0.01% | 828 |
|
|
2023
Q1 | $725K | Sell |
17,475
-3,923
| -18% | -$163K | 0.02% | 661 |
|
|
2022
Q4 | $1.04M | Buy |
21,398
+3,195
| +18% | +$155K | 0.03% | 521 |
|
|
2022
Q3 | $784K | Buy |
18,203
+5,967
| +49% | +$257K | 0.02% | 582 |
|
|
2022
Q2 | $559K | Buy |
12,236
+41
| +0.3% | +$1.87K | 0.02% | 614 |
|
|
2022
Q1 | $543K | Buy |
+12,195
| New | +$543K | 0.02% | 710 |
|