Iron Horse 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 | $244K | Hold |
3,327
| – | – | 0.07% | 50 |
|
|
2025
Q1 | $237K | Hold |
3,327
| – | – | 0.08% | 47 |
|
|
2024
Q4 | $195K | Hold |
3,327
| – | – | 0.07% | 56 |
|
|
2024
Q3 | $189K | Hold |
3,327
| – | – | 0.06% | 50 |
|
|
2024
Q2 | $174K | Hold |
3,327
| – | – | 0.07% | 46 |
|
|
2024
Q1 | $196K | Sell |
3,327
-534
| -14% | -$31.5K | 0.08% | 42 |
|
|
2023
Q4 | $182K | Sell |
3,861
-255
| -6% | -$12K | 0.08% | 40 |
|
|
2023
Q3 | $174K | Hold |
4,116
| – | – | 0.09% | 38 |
|
|
2023
Q2 | $163K | Hold |
4,116
| – | – | 0.08% | 39 |
|
|
2023
Q1 | $171K | Hold |
4,116
| – | – | 0.09% | 38 |
|
|
2022
Q4 | $199K | Hold |
4,116
| – | – | 0.11% | 37 |
|
|
2022
Q3 | $177K | Buy |
4,116
+718
| +21% | +$30.9K | 0.26% | 23 |
|
|
2022
Q2 | $155K | Buy |
+3,398
| New | +$155K | 0.09% | 38 |
|