Frazier Financial Advisors’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 | $24.8K | Hold |
337
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $24K | Hold |
337
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $19.7K | Hold |
337
| – | – | 0.02% | 250 |
|
|
2024
Q3 | $19.1K | Sell |
337
-1
| -0.3% | -$57 | 0.01% | 264 |
|
|
2024
Q2 | $17.7K | Hold |
338
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $19.9K | Hold |
338
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $15.9K | Buy |
+338
| New | +$15.9K | 0.01% | 267 |
|