BA
Bellwether Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Buy |
+344
| New | +$25.3K | ﹤0.01% | 274 |
|
|
2023
Q2 | – | Sell |
-1,026
| Closed | -$63.9K | – | 476 |
|
|
2023
Q1 | $63.9K | Hold |
1,026
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $74.5K | Sell |
1,026
-18,247
| -95% | -$1.32M | 0.02% | 167 |
|
|
2022
Q3 | $1.24M | Sell |
19,273
-2,135
| -10% | -$138K | 0.41% | 50 |
|
|
2022
Q2 | $1.46M | Buy |
21,408
+21,185
| +9,500% | +$1.45M | 0.47% | 48 |
|
|
2022
Q1 | $14K | Buy |
223
+74
| +50% | +$4.65K | ﹤0.01% | 288 |
|
|
2021
Q4 | $12K | Hold |
149
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $10K | Buy |
+149
| New | +$10K | ﹤0.01% | 311 |
|