Diversify Advisory Services’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 | $311K | Sell |
4,440
-196
| -4% | -$13.7K | 0.01% | 676 |
|
|
2025
Q1 | $330K | Sell |
4,636
-8,410
| -64% | -$599K | 0.02% | 466 |
|
|
2024
Q4 | $740K | Sell |
13,046
-2,661
| -17% | -$151K | 0.04% | 285 |
|
|
2024
Q3 | $919K | Buy |
15,707
+9,089
| +137% | +$532K | 0.05% | 267 |
|
|
2024
Q2 | $349K | Sell |
6,618
-7,761
| -54% | -$409K | 0.02% | 466 |
|
|
2024
Q1 | $839K | Buy |
+14,379
| New | +$839K | 0.05% | 296 |
|