C.M. Bidwell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65K | Hold |
40
| – | – | ﹤0.01% | 382 |
|
|
2025
Q4 | $2.81K | Sell |
40
-285
| -88% | -$21K | ﹤0.01% | 370 |
|
|
2025
Q3 | $24.9K | Sell |
325
-2,752
| -89% | -$196K | 0.01% | 245 |
|
|
2025
Q2 | $226K | Buy |
3,077
+2
| +0.1% | +$143 | 0.12% | 120 |
|
|
2025
Q1 | $219K | Hold |
3,075
| – | – | 0.13% | 117 |
|
|
2024
Q4 | $180K | Hold |
3,075
| – | – | 0.11% | 134 |
|
|
2024
Q3 | $174K | Sell |
3,075
-3
| -0.1% | -$168 | 0.11% | 136 |
|
|
2024
Q2 | $161K | Hold |
3,078
| – | – | 0.11% | 137 |
|
|
2024
Q1 | $181K | Buy |
3,078
+1,209
| +65% | +$65.4K | 0.12% | 124 |
|
|
2023
Q4 | $88.1K | Buy |
1,869
+1,828
| +4,459% | +$83.3K | 0.07% | 177 |
|
|
2023
Q3 | $1.71K | Hold |
41
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $1.61K | Hold |
41
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $1.68K | Hold |
41
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $1.96K | Hold |
41
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 448 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $1K | Sell |
41
-110
| -73% | -$3.9K | ﹤0.01% | 536 |
|
|
2021
Q3 | $5K | Hold |
151
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $5K | Buy |
151
+110
| +268% | +$3.81K | ﹤0.01% | 473 |
|
|
2021
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 474 |
|
|
2020
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 409 |
|
|
2019
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 386 |
|
|
2019
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 383 |
|
|
2018
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 375 |
|
|
2018
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 383 |
|
|
2017
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $1K | Buy |
+41
| New | +$830 | ﹤0.01% | 317 |
|
Other funds holding WRB
MSI
VCM
VPM