Impact Partnership Wealth’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 | $625K | Sell |
8,502
-8,204
| -49% | -$603K | 0.12% | 107 |
|
|
2025
Q1 | $1.19M | Buy |
16,706
+8,990
| +117% | +$640K | 0.25% | 42 |
|
|
2024
Q4 | $452K | Sell |
7,716
-2,856
| -27% | -$167K | 0.09% | 143 |
|
|
2024
Q3 | $600K | Buy |
+10,572
| New | +$600K | 0.14% | 97 |
|
|
2024
Q2 | – | Sell |
-3,758
| Closed | -$222K | – | 711 |
|
|
2024
Q1 | $222K | Buy |
3,758
+104
| +3% | +$6.13K | 0.09% | 157 |
|
|
2023
Q4 | $172K | Buy |
+3,654
| New | +$172K | 0.06% | 199 |
|