D.J. St. Germain’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 | $14.6K | Hold |
199
| – | – | ﹤0.01% | 617 |
|
|
2025
Q1 | $14.2K | Hold |
199
| – | – | ﹤0.01% | 531 |
|
|
2024
Q4 | $11.6K | Hold |
199
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $11.3K | Sell |
199
-1
| -0.5% | -$57 | ﹤0.01% | 527 |
|
|
2024
Q2 | $10.5K | Buy |
+200
| New | +$10.5K | ﹤0.01% | 529 |
|
|
2023
Q4 | – | Sell |
-465
| Closed | -$19.7K | – | 830 |
|
|
2023
Q3 | $19.7K | Hold |
465
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $18.5K | Buy |
+465
| New | +$18.5K | ﹤0.01% | 480 |
|
|
2022
Q4 | $14.5K | Buy |
+300
| New | +$14.5K | ﹤0.01% | 260 |
|