DiNuzzo Private Wealth’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 | $4.19K | Sell |
57
-2
| -3% | -$147 | ﹤0.01% | 411 |
|
|
2025
Q1 | $4.2K | Buy |
59
+4
| +7% | +$285 | ﹤0.01% | 393 |
|
|
2024
Q4 | $3.22K | Hold |
55
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $3.12K | Sell |
55
-1
| -2% | -$57 | ﹤0.01% | 459 |
|
|
2024
Q2 | $2.91K | Buy |
56
+8
| +17% | +$415 | ﹤0.01% | 404 |
|
|
2024
Q1 | $2.83K | Sell |
48
-2
| -4% | -$118 | ﹤0.01% | 366 |
|
|
2023
Q4 | $2.33K | Buy |
+50
| New | +$2.33K | ﹤0.01% | 386 |
|