Bard Financial Services’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
Q3 | $582K | Hold |
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|
2025
Q2 | $558K | Hold |
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|
2025
Q1 | $540K | Hold |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $315K | Hold |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $224K | Buy |
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