Bruce G. Allen Investments’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 | $13K | Sell |
177
-18
| -9% | -$1.32K | 0.01% | 443 |
|
|
2025
Q1 | $13.9K | Sell |
195
-28
| -13% | -$1.99K | 0.01% | 427 |
|
|
2024
Q4 | $13.1K | Hold |
223
| – | – | 0.01% | 439 |
|
|
2024
Q3 | $12.7K | Sell |
223
-2
| -0.9% | -$113 | 0.01% | 450 |
|
|
2024
Q2 | $11.8K | Sell |
225
-237
| -51% | -$12.4K | 0.01% | 451 |
|
|
2024
Q1 | $27.2K | Sell |
462
-74
| -14% | -$4.36K | 0.02% | 344 |
|
|
2023
Q4 | $25.2K | Buy |
+536
| New | +$25.2K | 0.02% | 348 |
|