D.A. Davidson & Co’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
Q3 | $1.72M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $948K | Hold |
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|
2023
Q2 | $890K | Hold |
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|
2023
Q1 | $930K | Buy |
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|
2022
Q4 | $941K | Hold |
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|
2022
Q3 | $837K | Hold |
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|
2022
Q2 | $885K | Hold |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $705K | Hold |
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|
2021
Q3 | $626K | Hold |
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|
2021
Q2 | $637K | Hold |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $532K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $716K | Sell |
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|
2019
Q1 | $536K | Hold |
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|
2018
Q4 | $535K | Buy |
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|
2018
Q3 | $579K | Sell |
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|
2018
Q2 | $553K | Buy |
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|
2018
Q1 | $389K | Hold |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $403K | Buy |
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|
2017
Q1 | $407K | Hold |
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|
2016
Q4 | $383K | Sell |
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|
2016
Q3 | $367K | Buy |
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