Larson Financial Group’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 | $32.3K | Buy |
440
+314
| +249% | +$23.1K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $8.97K | Buy |
126
+26
| +26% | +$1.85K | ﹤0.01% | 1669 |
|
|
2024
Q4 | $5.85K | Sell |
100
-25
| -20% | -$1.46K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $7.09K | Buy |
125
+104
| +495% | +$5.9K | ﹤0.01% | 1589 |
|
|
2024
Q2 | $1.1K | Buy |
21
+18
| +600% | +$943 | ﹤0.01% | 1684 |
|
|
2024
Q1 | $177 | Hold |
3
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q4 | $141 | Buy |
+3
| New | +$141 | ﹤0.01% | 1678 |
|
|
2022
Q3 | – | Sell |
-560
| Closed | -$25K | – | 1417 |
|
|
2022
Q2 | $25K | Hold |
560
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $25K | Buy |
560
+2
| +0.4% | +$89 | ﹤0.01% | 493 |
|
|
2021
Q4 | $20K | Buy |
+558
| New | +$20K | ﹤0.01% | 544 |
|