Baldwin Wealth Partners’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,534	Closed	-$87K	–	1044
2024 Q3	$87K	Buy	1,534 +1,481	+2,794%	+$84K	0.01%	432
2024 Q2	$2.75K	Buy	+53	New	+$2.75K	﹤0.01%	636
2013 Q3	–	Sell	-81,057	Closed	-$981K	–	248
2013 Q2	$981K	Buy	+81,057	New	+$981K	0.19%	115