Foundations Investment Advisors’s W.R. Berkley WRB Stock Holding History

Foundations Investment Advisors’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$258K	Sell
2025 Q2	$361K	Sell
2025 Q1	$811K	Buy
2024 Q4	$253K	Buy
2024 Q3	$236K	Buy