Cyr Financial’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 | – | Sell |
-3,613
| Closed | -$257K | – | 59 |
|
|
2025
Q1 | $257K | Sell |
3,613
-72
| -2% | -$5.12K | 0.23% | 50 |
|
|
2024
Q4 | $216K | Sell |
3,685
-10,213
| -73% | -$598K | 0.2% | 52 |
|
|
2024
Q3 | $788K | Buy |
13,898
+413
| +3% | +$23.4K | 0.74% | 29 |
|
|
2024
Q2 | $706K | Buy |
+13,485
| New | +$706K | 0.71% | 29 |
|