GFA
Gifford Fong Associates’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Hold |
10,125
| – | – | 0.17% | 93 |
|
|
2025
Q1 | $720K | Hold |
10,125
| – | – | 0.18% | 97 |
|
|
2024
Q4 | $593K | Hold |
10,125
| – | – | 0.15% | 104 |
|
|
2024
Q3 | $574K | Buy |
10,125
+3,375
| +50% | +$191K | 0.14% | 108 |
|
|
2024
Q2 | $530K | Hold |
6,750
| – | – | 0.14% | 107 |
|
|
2024
Q1 | $597K | Hold |
6,750
| – | – | 0.16% | 105 |
|
|
2023
Q4 | $477K | Hold |
6,750
| – | – | 0.1% | 114 |
|
|
2023
Q3 | $429K | Hold |
6,750
| – | – | 0.1% | 116 |
|
|
2023
Q2 | $402K | Hold |
6,750
| – | – | 0.09% | 118 |
|
|
2023
Q1 | $420K | Hold |
6,750
| – | – | 0.11% | 117 |
|
|
2022
Q4 | $490K | Hold |
6,750
| – | – | 0.11% | 110 |
|
|
2022
Q3 | $436K | Hold |
6,750
| – | – | 0.11% | 111 |
|
|
2022
Q2 | $461K | Hold |
6,750
| – | – | 0.11% | 113 |
|
|
2022
Q1 | $449K | Buy |
6,750
+2,250
| +50% | +$150K | 0.08% | 116 |
|
|
2021
Q4 | $371K | Hold |
4,500
| – | – | 0.06% | 121 |
|
|
2021
Q3 | $329K | Hold |
4,500
| – | – | 0.06% | 119 |
|
|
2021
Q2 | $335K | Hold |
4,500
| – | – | 0.07% | 119 |
|
|
2021
Q1 | $339K | Hold |
4,500
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $299K | Hold |
4,500
| – | – | 0.07% | 119 |
|
|
2020
Q3 | $275K | Hold |
4,500
| – | – | 0.07% | 113 |
|
|
2020
Q2 | $258K | Hold |
4,500
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $235K | Hold |
4,500
| – | – | 0.09% | 106 |
|
|
2019
Q4 | $311K | Hold |
4,500
| – | – | 0.09% | 110 |
|
|
2019
Q3 | $325K | Hold |
4,500
| – | – | 0.11% | 109 |
|
|
2019
Q2 | $297K | Buy |
4,500
+1,500
| +50% | +$99K | 0.1% | 107 |
|
|
2019
Q1 | $254K | Hold |
3,000
| – | – | 0.08% | 107 |
|
|
2018
Q4 | $222K | Hold |
3,000
| – | – | 0.08% | 108 |
|
|
2018
Q3 | $240K | Hold |
3,000
| – | – | 0.08% | 110 |
|
|
2018
Q2 | $217K | Buy |
+3,000
| New | +$217K | 0.08% | 105 |
|