B. Riley Wealth Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $221K | Sell |
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|
2025
Q2 | $330K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $784K | Buy |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $543K | Buy |
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