First Horizon 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 | $64.6K | Buy |
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|
2025
Q1 | $35.3K | Buy |
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|
2024
Q4 | $22.8K | Buy |
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|
2024
Q3 | $19.4K | Buy |
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|
2024
Q2 | $13.6K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $28.9K | Sell |
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|
2023
Q3 | $36K | Sell |
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|
2023
Q2 | $34.7K | Sell |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $2K | Buy |
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|
2018
Q3 | – | Hold |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $19K | Sell |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $16K | Sell |
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|
2015
Q4 | $18K | Hold |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $17K | Hold |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $0 | Buy |
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