Graham Capital Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
4,277
-1,400
| -25% | -$103K | 0.35% | 54 |
|
|
2025
Q1 | $404K | Hold |
5,677
| – | – | 0.43% | 47 |
|
|
2024
Q4 | $332K | Hold |
5,677
| – | – | 0.29% | 53 |
|
|
2024
Q3 | $322K | Sell |
5,677
-1
| -0% | -$57 | 0.33% | 42 |
|
|
2024
Q2 | $297K | Hold |
5,678
| – | – | 0.4% | 34 |
|
|
2024
Q1 | $335K | Sell |
5,678
-1,350
| -19% | -$79.6K | 0.57% | 28 |
|
|
2023
Q4 | $331K | Hold |
7,028
| – | – | 0.87% | 21 |
|
|
2023
Q3 | $279K | Hold |
7,028
| – | – | 0.66% | 33 |
|
|
2023
Q2 | $279K | Buy |
+7,028
| New | +$279K | 0.66% | 33 |
|