FWP
Firethorn Wealth Partners’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
5,385
+117
| +2% | +$8.6K | 0.17% | 117 |
|
|
2025
Q1 | $375K | Buy |
5,268
+662
| +14% | +$47.1K | 0.18% | 113 |
|
|
2024
Q4 | $270K | Buy |
4,606
+32
| +0.7% | +$1.87K | 0.13% | 121 |
|
|
2024
Q3 | $259K | Buy |
4,574
+1,722
| +60% | +$97.7K | 0.13% | 122 |
|
|
2024
Q2 | $224K | Buy |
2,852
+115
| +4% | +$9.04K | 0.13% | 129 |
|
|
2024
Q1 | $242K | Buy |
+2,737
| New | +$242K | 0.14% | 123 |
|
|
2022
Q3 | – | Sell |
-3,375
| Closed | -$207K | – | 134 |
|
|
2022
Q2 | $207K | Buy |
3,375
+18
| +0.5% | +$1.1K | 0.17% | 117 |
|
|
2022
Q1 | $224K | Buy |
+3,357
| New | +$224K | 0.17% | 120 |
|