Horizon 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 | $3.09K | Buy |
42
+19
| +83% | +$1.4K | ﹤0.01% | 188 |
|
|
2025
Q1 | $1.64K | Buy |
+23
| New | +$1.64K | ﹤0.01% | 180 |
|
|
2022
Q1 | – | Sell |
-185
| Closed | -$6.76K | – | 120 |
|
|
2021
Q4 | $6.76K | Hold |
185
| – | – | ﹤0.01% | 99 |
|
|
2021
Q3 | $6K | Hold |
185
| – | – | ﹤0.01% | 116 |
|
|
2021
Q2 | $6K | Hold |
185
| – | – | ﹤0.01% | 105 |
|
|
2021
Q1 | $6K | Hold |
185
| – | – | 0.01% | 75 |
|
|
2020
Q4 | $5K | Hold |
185
| – | – | ﹤0.01% | 68 |
|
|
2020
Q3 | $5K | Buy |
+185
| New | +$5K | ﹤0.01% | 66 |
|