Cornerstone Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
4,506
| – | – | 0.02% | 491 |
|
|
2025
Q1 | $321K | Hold |
4,506
| – | – | 0.02% | 459 |
|
|
2024
Q4 | $264K | Hold |
4,506
| – | – | 0.02% | 494 |
|
|
2024
Q3 | $256K | Hold |
4,506
| – | – | 0.02% | 495 |
|
|
2024
Q2 | $236K | Buy |
4,506
+7
| +0.2% | +$367 | 0.02% | 479 |
|
|
2024
Q1 | $265K | Buy |
4,499
+99
| +2% | +$5.84K | 0.02% | 457 |
|
|
2023
Q4 | $207K | Buy |
+4,400
| New | +$207K | 0.02% | 496 |
|
|
2018
Q4 | – | Sell |
-567,203
| Closed | -$2.5M | – | 1141 |
|
|
2018
Q3 | $2.5M | Buy |
+567,203
| New | +$2.5M | 0.03% | 443 |
|