Cherry Tree Wealth Management’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 | $7.94K | Hold |
108
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $7.69K | Hold |
108
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $6.32K | Hold |
108
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $6.13K | Hold |
108
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $5.66K | Hold |
108
| – | – | ﹤0.01% | 449 |
|
|
2024
Q1 | $6.37K | Hold |
108
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $5.09K | Hold |
108
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $4.57K | Hold |
108
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $4.29K | Buy |
+108
| New | +$4.29K | ﹤0.01% | 422 |
|