Cornerstone Wealth Management’s W.R. Berkley WRB Stock Holding History

Cornerstone Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$331K	Hold
2025 Q1	$321K	Hold
2024 Q4	$264K	Hold
2024 Q3	$256K	Hold
2024 Q2	$236K	Buy
2024 Q1	$265K	Buy
2023 Q4	$207K	Buy
2018 Q4	–	Sell
2018 Q3	$2.5M	Buy