Covestor’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 | $110K | Sell |
1,485
-150
| -9% | -$11.1K | 0.06% | 500 |
|
|
2025
Q1 | $116K | Buy |
1,635
+272
| +20% | +$19.3K | 0.08% | 392 |
|
|
2024
Q4 | $79K | Buy |
1,363
+131
| +11% | +$7.59K | 0.05% | 659 |
|
|
2024
Q3 | $70K | Buy |
1,232
+744
| +152% | +$42.3K | 0.04% | 721 |
|
|
2024
Q2 | $25K | Sell |
488
-331
| -40% | -$17K | 0.02% | 1128 |
|
|
2024
Q1 | $48K | Buy |
819
+519
| +173% | +$30.4K | 0.03% | 903 |
|
|
2023
Q4 | $14K | Buy |
300
+3
| +1% | +$140 | 0.01% | 1362 |
|
|
2023
Q3 | $13K | Sell |
297
-1,593
| -84% | -$69.7K | 0.01% | 1310 |
|
|
2023
Q2 | $75K | Buy |
1,890
+675
| +56% | +$26.8K | 0.06% | 599 |
|
|
2023
Q1 | $50K | Sell |
1,215
-9
| -0.7% | -$370 | 0.04% | 711 |
|
|
2022
Q4 | $59K | Buy |
1,224
+177
| +17% | +$8.53K | 0.05% | 662 |
|
|
2022
Q3 | $45K | Sell |
1,047
-767
| -42% | -$33K | 0.04% | 734 |
|
|
2022
Q2 | $83K | Sell |
1,814
-4
| -0.2% | -$183 | 0.07% | 508 |
|
|
2022
Q1 | $81K | Buy |
1,818
+837
| +85% | +$37.3K | 0.05% | 629 |
|
|
2021
Q4 | $36K | Buy |
+981
| New | +$36K | 0.05% | 703 |
|