Bank Julius Baer & Co’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 | $454K | Buy |
6,183
+92
| +2% | +$6.76K | ﹤0.01% | 392 |
|
|
2025
Q1 | $490K | Buy |
6,091
+1,981
| +48% | +$159K | ﹤0.01% | 366 |
|
|
2024
Q4 | $265K | Sell |
4,110
-1,070
| -21% | -$69.1K | ﹤0.01% | 401 |
|
|
2024
Q3 | $348K | Sell |
5,180
-417
| -7% | -$28K | ﹤0.01% | 362 |
|
|
2024
Q2 | $326K | Buy |
5,597
+617
| +12% | +$36K | ﹤0.01% | 311 |
|
|
2024
Q1 | $294K | Buy |
+4,980
| New | +$294K | ﹤0.01% | 360 |
|