Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $583K | Hold |
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|
2024
Q1 | $656K | Hold |
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|
2023
Q4 | $525K | Hold |
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|
2023
Q3 | $471K | Hold |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $328K | Hold |
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|
2020
Q3 | $302K | Buy |
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