Investment Planning Advisors’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	$1.47M	Hold	20,007	–	–	0.52%	21
2025 Q1	$1.42M	Sell	20,007 -11	-0.1%	-$783	0.58%	24
2024 Q4	$1.17M	Buy	20,018 +6,287	+46%	+$368K	0.51%	29
2024 Q3	$1.08M	Sell	13,731 -6,866	-33%	-$540K	0.55%	28
2024 Q2	$1.08M	Buy	+20,597	New	+$1.08M	0.55%	28