Colonial Trust’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
$48.9K Hold
2025
Q1
$47.4K Sell
2024
Q4
$48.1K Buy
2024
Q3
$25.9K Buy
2024
Q2
$14.7K Hold
2024
Q1
$16.5K Hold
2023
Q4
$13.2K Buy
2023
Q3
$9.9K Hold
2023
Q2
$9.29K Hold
2023
Q1
$9.71K Hold
2022
Q4
$11.3K Buy