Global Retirement Partners’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
Q3 | $63.9K | Sell |
|
|||||
|
2025
Q2 | $81.3K | Buy |
|
|||||
|
2024
Q4 | $93.7K | Buy |
|
|||||
|
2024
Q3 | $82.4K | Buy |
|
|||||
|
2024
Q2 | $74.7K | Buy |
|
|||||
|
2024
Q1 | $63.5K | Buy |
|
|||||
|
2023
Q4 | $34.9K | Sell |
|
|||||
|
2023
Q3 | $45.2K | Buy |
|
|||||
|
2023
Q2 | $39.8K | Buy |
|
|||||
|
2023
Q1 | $7.73K | Buy |
|
|||||
|
2022
Q4 | $9.29K | Hold |
|
|||||
|
2022
Q3 | $10K | Buy |
|
|||||
|
2022
Q2 | $9K | Buy |
|
|||||
|
2022
Q1 | $8K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $14K | Hold |
|
|||||
|
2018
Q3 | $15K | Hold |
|
|||||
|
2018
Q2 | $14K | Hold |
|
|||||
|
2018
Q1 | $14K | Hold |
|
|||||
|
2017
Q4 | $14K | Sell |
|
|||||
|
2017
Q3 | $20K | Sell |
|
|||||
|
2017
Q2 | $26K | Buy |
|
|||||
|
2017
Q1 | $26K | Hold |
|
|||||
|
2016
Q4 | $25K | Buy |
|