EverSource Wealth Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
|
|||||
|
2025
Q1 | $578K | Sell |
|
|||||
|
2024
Q4 | $504K | Buy |
|
|||||
|
2024
Q3 | $469K | Sell |
|
|||||
|
2024
Q2 | $445K | Buy |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $366K | Sell |
|
|||||
|
2023
Q3 | $329K | Sell |
|
|||||
|
2023
Q2 | $328K | Sell |
|
|||||
|
2023
Q1 | $364K | Sell |
|
|||||
|
2022
Q4 | $508K | Sell |
|
|||||
|
2022
Q3 | $803K | Sell |
|
|||||
|
2022
Q2 | $955K | Buy |
|
|||||
|
2022
Q1 | $919K | Buy |
|
|||||
|
2021
Q4 | $353K | Buy |
|