Creative Financial Designs’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 | $98.9K | Buy |
1,346
+242
| +22% | +$17.8K | 0.01% | 672 |
|
|
2025
Q1 | $78.5K | Buy |
1,104
+218
| +25% | +$15.5K | 0.01% | 688 |
|
|
2024
Q4 | $51.8K | Buy |
886
+85
| +11% | +$4.97K | ﹤0.01% | 779 |
|
|
2024
Q3 | $45.5K | Buy |
801
+223
| +39% | +$12.7K | ﹤0.01% | 801 |
|
|
2024
Q2 | $30.3K | Buy |
578
+540
| +1,421% | +$28.3K | ﹤0.01% | 896 |
|
|
2024
Q1 | $2.23K | Hold |
38
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q4 | $1.78K | Buy |
+38
| New | +$1.78K | ﹤0.01% | 1446 |
|