EWM
Empirical Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
3,194
+290
| +10% | +$21.3K | 0.01% | 585 |
|
|
2025
Q1 | $207K | Buy |
+2,904
| New | +$207K | 0.01% | 598 |
|
|
2023
Q1 | – | Sell |
-4,063
| Closed | -$295K | – | 482 |
|
|
2022
Q4 | $295K | Buy |
4,063
+40
| +1% | +$2.9K | 0.01% | 377 |
|
|
2022
Q3 | $260K | Sell |
4,023
-223
| -5% | -$14.4K | 0.01% | 401 |
|
|
2022
Q2 | $290K | Buy |
4,246
+846
| +25% | +$57.8K | 0.02% | 393 |
|
|
2022
Q1 | $226K | Buy |
3,400
+402
| +13% | +$26.7K | 0.01% | 451 |
|
|
2021
Q4 | $247K | Buy |
+2,998
| New | +$247K | 0.01% | 451 |
|