Barnes Wealth Management Group’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	$216K	Sell	2,942 -58	-2%	-$4.26K	0.13%	150
2025 Q1	$213K	Buy	+3,000	New	+$213K	0.14%	143