GoalVest Advisory’s W.R. Berkley WRB Stock Holding History

GoalVest Advisory’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$427	Buy
2023 Q4	–	Sell
2023 Q3	$11.9K	Buy
2023 Q2	$10.7K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy