JFS Wealth Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148K | Sell |
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|
2025
Q2 | $142K | Buy |
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|
2025
Q1 | $136K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $98.5K | Buy |
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|
2024
Q1 | $110K | Buy |
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|
2023
Q4 | $88K | Buy |
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|
2023
Q3 | $77.7K | Hold |
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|
2023
Q2 | $72.9K | Sell |
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|
2023
Q1 | $77.2K | Sell |
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|
2022
Q4 | $93K | Buy |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $56K | Buy |
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