Bogart Wealth LLC’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 | $32.9K | Buy |
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|
2025
Q2 | $29.7K | Buy |
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|
2025
Q1 | $28.3K | Sell |
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|
2024
Q4 | $24.8K | Buy |
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|
2024
Q3 | $22.5K | Sell |
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|
2024
Q2 | $20.8K | Hold |
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|
2024
Q1 | $23.4K | Hold |
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|
2023
Q4 | $18.7K | Hold |
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|
2023
Q3 | $16.8K | Hold |
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|
2023
Q2 | $15.8K | Hold |
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|
2023
Q1 | $16.5K | Hold |
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|
2022
Q4 | $19.2K | Sell |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Buy |
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