GWSA
Global Wealth Strategies & Associates’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
160
| – | – | ﹤0.01% | 210 |
|
|
2025
Q1 | $11.4K | Hold |
160
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $9.36K | Hold |
160
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $9.08K | Buy |
160
+53
| +50% | +$3.01K | ﹤0.01% | 204 |
|
|
2024
Q2 | $8.41K | Hold |
107
| – | – | ﹤0.01% | 185 |
|
|
2024
Q1 | $9.46K | Hold |
107
| – | – | ﹤0.01% | 183 |
|
|
2023
Q4 | $7.57K | Hold |
107
| – | – | ﹤0.01% | 184 |
|
|
2023
Q3 | $6.79K | Hold |
107
| – | – | ﹤0.01% | 189 |
|
|
2023
Q2 | $6.37K | Hold |
107
| – | – | ﹤0.01% | 192 |
|
|
2023
Q1 | $6.66K | Hold |
107
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $7.77K | Buy |
+107
| New | +$7.77K | ﹤0.01% | 175 |
|