BIP Wealth’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 | $277K | Hold |
3,775
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $269K | Hold |
3,775
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $221K | Sell |
3,775
-493
| -12% | -$28.9K | 0.01% | 245 |
|
|
2024
Q3 | $242K | Sell |
4,268
-16
| -0.4% | -$908 | 0.02% | 208 |
|
|
2024
Q2 | $224K | Buy |
4,284
+15
| +0.4% | +$786 | 0.02% | 178 |
|
|
2024
Q1 | $252K | Hold |
4,269
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $201K | Buy |
+4,269
| New | +$201K | 0.02% | 189 |
|