JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $911K | Sell |
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|
2020
Q1 | $883K | Buy |
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|
2019
Q4 | $963K | Buy |
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|
2019
Q3 | $973K | Buy |
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|
2019
Q2 | $768K | Sell |
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|
2019
Q1 | $661K | Buy |
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|
2018
Q4 | $564K | Sell |
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|
2018
Q3 | $951K | Buy |
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|
2018
Q2 | $772K | Buy |
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|
2018
Q1 | $746K | Buy |
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|
2017
Q4 | $617K | Buy |
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|
2017
Q3 | $552K | Sell |
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|
2017
Q2 | $894K | Sell |
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|
2017
Q1 | $4.18M | Buy |
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|
2016
Q4 | $3.86M | Sell |
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|
2016
Q3 | $3.6M | Sell |
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|
2016
Q2 | $3.81M | Buy |
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|
2016
Q1 | $325K | Buy |
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|
2015
Q4 | $258K | Buy |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $574K | Buy |
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|
2015
Q1 | $545K | Sell |
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|
2014
Q4 | $586K | Buy |
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|
2014
Q3 | $321K | Buy |
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|
2014
Q2 | $215K | Buy |
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