CWS Financial Advisors’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
Q4 | $264K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | $217K | Hold |
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|
2019
Q4 | $217K | Buy |
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