IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $181K | Buy |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $139K | Buy |
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|
2023
Q2 | $130K | Sell |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $101K | Hold |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $148K | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $62K | Sell |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $77K | Sell |
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|
2017
Q3 | $123K | Sell |
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|
2017
Q2 | $153K | Buy |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $43K | Buy |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $49K | Buy |
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|
2016
Q1 | $21K | Sell |
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|
2015
Q4 | $43K | Buy |
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