Clearstead Advisors’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
Q2 | $91.8K | Buy |
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|
2025
Q1 | $80.9K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $11K | Sell |
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|
2023
Q3 | $17.8K | Buy |
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|
2023
Q2 | $8.34K | Sell |
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|
2023
Q1 | $10.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Buy |
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