Hantz Financial Services’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 | $22K | Buy |
293
+78
| +36% | +$5.86K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $15K | Sell |
215
-24
| -10% | -$1.67K | ﹤0.01% | 887 |
|
|
2024
Q4 | $14K | Sell |
239
-40
| -14% | -$2.34K | ﹤0.01% | 789 |
|
|
2024
Q3 | $16K | Sell |
279
-22,458
| -99% | -$1.29M | ﹤0.01% | 747 |
|
|
2024
Q2 | $1.19M | Sell |
22,737
-398
| -2% | -$20.8K | 0.02% | 409 |
|
|
2024
Q1 | $1.36M | Sell |
23,135
-958
| -4% | -$56.5K | 0.03% | 392 |
|
|
2023
Q4 | $1.14M | Sell |
24,093
-839
| -3% | -$39.6K | 0.02% | 414 |
|
|
2023
Q3 | $1.06M | Buy |
24,932
+1,098
| +5% | +$46.5K | 0.03% | 400 |
|
|
2023
Q2 | $946K | Buy |
23,834
+2,456
| +11% | +$97.5K | 0.02% | 411 |
|
|
2023
Q1 | $887K | Buy |
21,378
+1,756
| +9% | +$72.9K | 0.02% | 410 |
|
|
2022
Q4 | $949K | Buy |
19,622
+2,154
| +12% | +$104K | 0.03% | 388 |
|
|
2022
Q3 | $752K | Buy |
17,468
+4,070
| +30% | +$175K | 0.03% | 393 |
|
|
2022
Q2 | $610K | Buy |
13,398
+1,329
| +11% | +$60.5K | 0.02% | 417 |
|
|
2022
Q1 | $536K | Buy |
+12,069
| New | +$536K | 0.02% | 444 |
|