Key Financial Inc’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	$7.79K	Hold	106	–	–	﹤0.01%	922
2025 Q1	$7.54K	Hold	106	–	–	﹤0.01%	890
2024 Q4	$6.2K	Buy	106 +87	+458%	+$5.09K	﹤0.01%	925
2024 Q3	$1.08K	Sell	19 -1	-5%	-$57	﹤0.01%	1185
2024 Q2	$1.02K	Buy	+20	New	+$1.02K	﹤0.01%	1180