Cassaday & Co Wealth Management’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 | $447K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $334K | Buy |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $248K | Buy |
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