Legacy Capital Wealth Partners’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	$421K	Sell	5,734 -382	-6%	-$28.1K	0.1%	233
2025 Q1	$435K	Sell	6,116 -1,599	-21%	-$114K	0.11%	210
2024 Q4	$451K	Buy	+7,715	New	+$451K	0.11%	200