FineMark National Bank & Trust’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 | $282K | Buy |
3,832
+246
| +7% | +$18.1K | 0.01% | 385 |
|
|
2025
Q1 | $255K | Sell |
3,586
-2
| -0.1% | -$142 | 0.01% | 377 |
|
|
2024
Q4 | $210K | Buy |
+3,588
| New | +$210K | 0.01% | 405 |
|
|
2024
Q2 | – | Sell |
-4,202
| Closed | -$248K | – | 446 |
|
|
2024
Q1 | $248K | Buy |
+4,202
| New | +$248K | 0.01% | 375 |
|
|
2016
Q3 | – | Sell |
-169
| Closed | -$3K | – | 1430 |
|
|
2016
Q2 | $3K | Sell |
169
-84
| -33% | -$1.49K | ﹤0.01% | 1163 |
|
|
2016
Q1 | $4K | Hold |
253
| – | – | ﹤0.01% | 1074 |
|
|
2015
Q4 | $4K | Sell |
253
-17
| -6% | -$269 | ﹤0.01% | 1087 |
|
|
2015
Q3 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 1141 |
|