JFS Wealth 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 | $142K | Buy |
1,928
+13
| +0.7% | +$955 | 0.01% | 330 |
|
|
2025
Q1 | $136K | Buy |
1,915
+4
| +0.2% | +$285 | 0.01% | 336 |
|
|
2024
Q4 | $112K | Buy |
1,911
+16
| +0.8% | +$936 | 0.01% | 350 |
|
|
2024
Q3 | $107K | Buy |
1,895
+15
| +0.8% | +$851 | 0.01% | 355 |
|
|
2024
Q2 | $98.5K | Buy |
1,880
+12
| +0.6% | +$629 | 0.01% | 309 |
|
|
2024
Q1 | $110K | Buy |
1,868
+2
| +0.1% | +$118 | 0.01% | 305 |
|
|
2023
Q4 | $88K | Buy |
1,866
+30
| +2% | +$1.41K | 0.01% | 327 |
|
|
2023
Q3 | $77.7K | Hold |
1,836
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $72.9K | Sell |
1,836
-24
| -1% | -$953 | 0.01% | 321 |
|
|
2023
Q1 | $77.2K | Sell |
1,860
-62
| -3% | -$2.57K | 0.01% | 314 |
|
|
2022
Q4 | $93K | Buy |
1,922
+14
| +0.7% | +$677 | 0.01% | 288 |
|
|
2022
Q3 | $82K | Sell |
1,908
-2
| -0.1% | -$86 | 0.01% | 303 |
|
|
2022
Q2 | $87K | Sell |
1,910
-91
| -5% | -$4.15K | 0.01% | 300 |
|
|
2022
Q1 | $89K | Buy |
2,001
+34
| +2% | +$1.51K | 0.01% | 319 |
|
|
2021
Q4 | $72K | Buy |
1,967
+237
| +14% | +$8.68K | 0.01% | 363 |
|
|
2021
Q3 | $56K | Buy |
+1,730
| New | +$56K | 0.01% | 403 |
|