Legacy Wealth Management (Idaho)’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	$3.89K	Sell	53 -14	-21%	-$1.03K	﹤0.01%	424
2025 Q1	$4.77K	Hold	67	–	–	﹤0.01%	423
2024 Q4	$4.12K	Buy	67 +14	+26%	+$861	﹤0.01%	405
2024 Q3	$3.19K	Buy	+53	New	+$3.19K	﹤0.01%	433