Koshinski Asset Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
3,859
-478
| -11% | -$35.1K | 0.02% | 544 |
|
|
2025
Q1 | $309K | Buy |
4,337
+250
| +6% | +$17.8K | 0.03% | 489 |
|
|
2024
Q4 | $239M | Sell |
4,087
-22
| -0.5% | -$1.29M | 0.02% | 548 |
|
|
2024
Q3 | $233K | Buy |
4,109
+1,411
| +52% | +$80K | 0.02% | 553 |
|
|
2024
Q2 | $212K | Sell |
2,698
-706
| -21% | -$55.6K | 0.02% | 561 |
|
|
2024
Q1 | $301K | Buy |
+3,404
| New | +$301K | 0.03% | 433 |
|
|
2023
Q1 | – | Sell |
-3,333
| Closed | -$242K | – | 638 |
|
|
2022
Q4 | $242K | Buy |
+3,333
| New | +$242K | 0.02% | 514 |
|
|
2022
Q2 | – | Sell |
-2,119
| Closed | -$141K | – | 1969 |
|
|
2022
Q1 | $141K | Buy |
2,119
+876
| +70% | +$58.3K | 0.01% | 712 |
|
|
2021
Q4 | $102K | Buy |
1,243
+28
| +2% | +$2.31K | 0.01% | 847 |
|
|
2021
Q3 | $88.9K | Buy |
+1,215
| New | +$88.9K | 0.01% | 892 |
|