BFS
Bard Financial Services’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Hold |
7,590
| – | – | 0.07% | 137 |
|
|
2025
Q1 | $540K | Hold |
7,590
| – | – | 0.07% | 144 |
|
|
2024
Q4 | $444K | Hold |
7,590
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $431K | Buy |
7,590
+2,530
| +50% | +$144K | 0.05% | 160 |
|
|
2024
Q2 | $398K | Hold |
5,060
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $448K | Hold |
5,060
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $358K | Hold |
5,060
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $321K | Hold |
5,060
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $301K | Hold |
5,060
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $315K | Hold |
5,060
| – | – | 0.03% | 251 |
|
|
2022
Q4 | $367K | Hold |
5,060
| – | – | 0.03% | 233 |
|
|
2022
Q3 | $327K | Hold |
5,060
| – | – | 0.03% | 228 |
|
|
2022
Q2 | $345K | Hold |
5,060
| – | – | 0.03% | 226 |
|
|
2022
Q1 | $337K | Buy |
5,060
+1,685
| +50% | +$112K | 0.03% | 229 |
|
|
2021
Q4 | $278K | Hold |
3,375
| – | – | 0.02% | 246 |
|
|
2021
Q3 | $247K | Hold |
3,375
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $251K | Hold |
3,375
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $254K | Hold |
3,375
| – | – | 0.02% | 226 |
|
|
2020
Q4 | $224K | Buy |
+3,375
| New | +$224K | 0.02% | 240 |
|