CIBC Private Wealth Group’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 | $3.2M | Buy |
|
|||||
|
2025
Q2 | $3M | Sell |
|
|||||
|
2025
Q1 | $2.7M | Sell |
|
|||||
|
2024
Q4 | $2.55M | Buy |
|
|||||
|
2024
Q3 | $2.45M | Buy |
|
|||||
|
2024
Q2 | $2.08M | Sell |
|
|||||
|
2024
Q1 | $2.33M | Buy |
|
|||||
|
2023
Q4 | $1.88M | Hold |
|
|||||
|
2023
Q3 | $1.69M | Buy |
|
|||||
|
2023
Q2 | $1.56M | Buy |
|
|||||
|
2023
Q1 | $1.6M | Buy |
|
|||||
|
2022
Q4 | $1.74M | Buy |
|
|||||
|
2022
Q3 | $1.56M | Hold |
|
|||||
|
2022
Q2 | $1.65M | Sell |
|
|||||
|
2022
Q1 | $1.87M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Buy |
|
|||||
|
2021
Q3 | $1.14M | Sell |
|
|||||
|
2021
Q2 | $1.46M | Hold |
|
|||||
|
2021
Q1 | $1.47M | Sell |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $958K | Sell |
|
|||||
|
2020
Q2 | $910K | Buy |
|
|||||
|
2020
Q1 | $822K | Buy |
|
|||||
|
2019
Q4 | $1.06M | Sell |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $1.14M | Sell |
|
|||||
|
2019
Q1 | $980K | Sell |
|
|||||
|
2018
Q4 | $931K | Sell |
|
|||||
|
2018
Q3 | $1.01M | Buy |
|
|||||
|
2018
Q2 | $839K | Sell |
|
|||||
|
2018
Q1 | $854K | Sell |
|
|||||
|
2017
Q4 | $846K | Buy |
|
|||||
|
2017
Q3 | $748K | Buy |
|
|||||
|
2017
Q2 | $775K | Sell |
|
|||||
|
2017
Q1 | $802K | Buy |
|
|||||
|
2016
Q4 | $744K | Hold |
|
|||||
|
2016
Q3 | $646K | Hold |
|
|||||
|
2016
Q2 | $671K | Hold |
|
|||||
|
2016
Q1 | $629K | Sell |
|
|||||
|
2015
Q4 | $623K | Hold |
|
|||||
|
2015
Q3 | $619K | Hold |
|
|||||
|
2015
Q2 | $591K | Sell |
|
|||||
|
2015
Q1 | $584K | Buy |
|
|||||
|
2014
Q4 | $574K | Hold |
|
|||||
|
2014
Q3 | $535K | Hold |
|
|||||
|
2014
Q2 | $518K | Hold |
|
|||||
|
2014
Q1 | $461K | Buy |
|