Jones Financial Companies’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 | $415K | Buy |
5,722
+2,177
| +61% | +$158K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $253K | Buy |
3,545
+1,189
| +50% | +$84.7K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $138K | Buy |
2,356
+939
| +66% | +$54.9K | ﹤0.01% | 1502 |
|
|
2024
Q3 | $80.2K | Buy |
1,417
+304
| +27% | +$17.2K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $58.3K | Buy |
1,113
+426
| +62% | +$22.3K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $40.5K | Buy |
687
+498
| +263% | +$29.3K | ﹤0.01% | 769 |
|
|
2023
Q4 | $8.91K | Buy |
+189
| New | +$8.91K | ﹤0.01% | 696 |
|