Global Wealth Strategies & Associates’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 | $12.3K | Hold |
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2025
Q2 | $11.8K | Hold |
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2025
Q1 | $11.4K | Hold |
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|
2024
Q4 | $9.36K | Hold |
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|
2024
Q3 | $9.08K | Sell |
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|
2024
Q2 | $8.41K | Hold |
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|
2024
Q1 | $9.46K | Hold |
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|
2023
Q4 | $7.57K | Hold |
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|
2023
Q3 | $6.79K | Hold |
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|
2023
Q2 | $6.37K | Hold |
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|
2023
Q1 | $6.66K | Hold |
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|
2022
Q4 | $7.76K | Buy |
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