Empower Advisory Group’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 | $789K | Buy |
10,738
+9
| +0.1% | +$661 | ﹤0.01% | 269 |
|
|
2025
Q1 | $763K | Sell |
10,729
-70
| -0.6% | -$4.98K | ﹤0.01% | 263 |
|
|
2024
Q4 | $632K | Hold |
10,799
| – | – | ﹤0.01% | 293 |
|
|
2024
Q3 | $613K | Sell |
10,799
-1
| -0% | -$57 | ﹤0.01% | 290 |
|
|
2024
Q2 | $566K | Hold |
10,800
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $637K | Hold |
10,800
| – | – | ﹤0.01% | 275 |
|
|
2023
Q4 | $509K | Hold |
10,800
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $457K | Buy |
10,800
+63
| +0.6% | +$2.67K | ﹤0.01% | 304 |
|
|
2023
Q2 | $426K | Sell |
10,737
-9
| -0.1% | -$357 | ﹤0.01% | 330 |
|
|
2023
Q1 | $450K | Buy |
+10,746
| New | +$450K | ﹤0.01% | 323 |
|