Diversify Advisory Services’s W.R. Berkley WRB Stock Holding History

Diversify Advisory Services’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Sell
2025 Q1	$330K	Sell
2024 Q4	$740K	Sell
2024 Q3	$919K	Buy
2024 Q2	$349K	Sell
2024 Q1	$839K	Buy