J.P. Morgan Private Wealth Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.4M | Sell |
33,159
-3,330
| -9% | -$141K | ﹤0.01% | 867 |
|
|
2023
Q2 | $1.45M | Sell |
36,489
-39,476
| -52% | -$1.57M | 0.01% | 661 |
|
|
2023
Q1 | $3.15M | Sell |
75,965
-9,526
| -11% | -$395K | 0.01% | 727 |
|
|
2022
Q4 | $4.14M | Sell |
85,491
-5,600
| -6% | -$271K | 0.01% | 624 |
|
|
2022
Q3 | $3.92M | Buy |
91,091
+44,022
| +94% | +$1.9M | 0.01% | 624 |
|
|
2022
Q2 | $2.14M | Sell |
47,069
-235
| -0.5% | -$10.7K | 0.01% | 824 |
|
|
2022
Q1 | $2.1M | Buy |
47,304
+7,416
| +19% | +$329K | ﹤0.01% | 884 |
|
|
2021
Q4 | $1.46M | Sell |
39,888
-2,189
| -5% | -$80.2K | ﹤0.01% | 1061 |
|
|
2021
Q3 | $1.37M | Buy |
42,077
+4,675
| +12% | +$152K | ﹤0.01% | 1061 |
|
|
2021
Q2 | $1.24M | Sell |
37,402
-794
| -2% | -$26.3K | ﹤0.01% | 1095 |
|
|
2021
Q1 | $1.28M | Sell |
38,196
-1,139
| -3% | -$38.1K | ﹤0.01% | 933 |
|
|
2020
Q4 | $1.16M | Buy |
39,335
+441
| +1% | +$13K | ﹤0.01% | 946 |
|
|
2020
Q3 | $1.06M | Buy |
38,894
+3,123
| +9% | +$84.9K | ﹤0.01% | 870 |
|
|
2020
Q2 | $911K | Sell |
35,771
-2,301
| -6% | -$58.6K | ﹤0.01% | 846 |
|
|
2020
Q1 | $883K | Buy |
38,072
+6,727
| +21% | +$156K | 0.01% | 748 |
|
|
2019
Q4 | $963K | Buy |
31,345
+1,028
| +3% | +$31.6K | ﹤0.01% | 807 |
|
|
2019
Q3 | $973K | Buy |
30,317
+4,091
| +16% | +$131K | 0.01% | 769 |
|
|
2019
Q2 | $768K | Sell |
26,226
-126
| -0.5% | -$3.69K | ﹤0.01% | 838 |
|
|
2019
Q1 | $661K | Buy |
26,352
+611
| +2% | +$15.3K | ﹤0.01% | 928 |
|
|
2018
Q4 | $564K | Sell |
25,741
-14,415
| -36% | -$316K | ﹤0.01% | 923 |
|
|
2018
Q3 | $951K | Buy |
40,156
+4,178
| +12% | +$98.9K | ﹤0.01% | 841 |
|
|
2018
Q2 | $772K | Buy |
35,978
+1,307
| +4% | +$28K | ﹤0.01% | 857 |
|
|
2018
Q1 | $746K | Buy |
34,671
+5,616
| +19% | +$121K | 0.01% | 728 |
|
|
2017
Q4 | $617K | Buy |
29,055
+1,120
| +4% | +$23.8K | ﹤0.01% | 798 |
|
|
2017
Q3 | $552K | Sell |
27,935
-15,663
| -36% | -$310K | ﹤0.01% | 805 |
|
|
2017
Q2 | $894K | Sell |
43,598
-156,104
| -78% | -$3.2M | 0.01% | 652 |
|
|
2017
Q1 | $4.18M | Buy |
199,702
+3,787
| +2% | +$79.2K | 0.03% | 332 |
|
|
2016
Q4 | $3.86M | Sell |
195,915
-14,196
| -7% | -$280K | 0.03% | 317 |
|
|
2016
Q3 | $3.6M | Sell |
210,111
-4,536
| -2% | -$77.6K | 0.03% | 320 |
|
|
2016
Q2 | $3.81M | Buy |
214,647
+195,153
| +1,001% | +$3.46M | 0.04% | 313 |
|
|
2016
Q1 | $325K | Buy |
19,494
+3,577
| +22% | +$59.6K | ﹤0.01% | 918 |
|
|
2015
Q4 | $258K | Buy |
15,917
+3,004
| +23% | +$48.7K | ﹤0.01% | 927 |
|
|
2015
Q3 | $208K | Sell |
12,913
-24,421
| -65% | -$393K | ﹤0.01% | 924 |
|
|
2015
Q2 | $574K | Buy |
37,334
+945
| +3% | +$14.5K | 0.01% | 627 |
|
|
2015
Q1 | $545K | Sell |
36,389
-2,245
| -6% | -$33.6K | 0.01% | 698 |
|
|
2014
Q4 | $586K | Buy |
38,634
+16,018
| +71% | +$243K | 0.01% | 662 |
|
|
2014
Q3 | $321K | Buy |
22,616
+6,939
| +44% | +$98.5K | ﹤0.01% | 826 |
|
|
2014
Q2 | $215K | Buy |
+15,677
| New | +$215K | ﹤0.01% | 805 |
|