Compass 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
Q2 | $979K | Hold |
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2025
Q1 | $949K | Hold |
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2024
Q4 | $780K | Hold |
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2024
Q3 | $756K | Sell |
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2024
Q2 | $698K | Hold |
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2024
Q1 | $786K | Hold |
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2023
Q4 | $629K | Hold |
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2023
Q3 | $564K | Hold |
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2023
Q2 | $529K | Hold |
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2023
Q1 | $553K | Hold |
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2022
Q4 | $645K | Buy |
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