IHT 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 | $569K | Buy |
7,740
+69
| +0.9% | +$5.07K | 0.02% | 654 |
|
|
2025
Q1 | $546K | Buy |
7,671
+2,779
| +57% | +$198K | 0.02% | 641 |
|
|
2024
Q4 | $286K | Sell |
4,892
-2,004
| -29% | -$117K | 0.01% | 871 |
|
|
2024
Q3 | $392K | Buy |
6,896
+1,862
| +37% | +$106K | 0.01% | 800 |
|
|
2024
Q2 | $264K | Sell |
5,034
-815
| -14% | -$42.7K | 0.01% | 842 |
|
|
2024
Q1 | $345K | Sell |
5,849
-739
| -11% | -$43.6K | 0.01% | 753 |
|
|
2023
Q4 | $311K | Buy |
6,588
+210
| +3% | +$9.9K | 0.01% | 753 |
|
|
2023
Q3 | $270K | Buy |
6,378
+466
| +8% | +$19.7K | 0.01% | 772 |
|
|
2023
Q2 | $235K | Buy |
+5,912
| New | +$235K | 0.01% | 813 |
|
|
2020
Q4 | – | Sell |
-8,235
| Closed | -$224K | – | 775 |
|
|
2020
Q3 | $224K | Buy |
+8,235
| New | +$224K | 0.02% | 577 |
|
|
2020
Q2 | – | Sell |
-9,695
| Closed | -$225K | – | 645 |
|
|
2020
Q1 | $225K | Buy |
+9,695
| New | +$225K | 0.03% | 462 |
|
|
2018
Q2 | – | Sell |
-1,185
| Closed | -$25K | – | 1381 |
|
|
2018
Q1 | $25K | Hold |
1,185
| – | – | 0.01% | 907 |
|
|
2017
Q4 | $24K | Hold |
1,185
| – | – | 0.01% | 936 |
|
|
2017
Q3 | $24K | Sell |
1,185
-3,473
| -75% | -$70.3K | 0.01% | 723 |
|
|
2017
Q2 | $171 | Sell |
4,658
-20
| -0.4% | -$1 | 0.08% | 257 |
|
|
2017
Q1 | $96K | Sell |
4,678
-283
| -6% | -$5.81K | 0.06% | 287 |
|
|
2016
Q4 | $98K | Buy |
+4,961
| New | +$98K | 0.07% | 271 |
|