LGT Financial Advisors’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 | $10.2K | Buy |
138
+1
| +0.7% | +$74 | 0.03% | 204 |
|
|
2025
Q1 | $9.78K | Sell |
137
-794
| -85% | -$56.7K | 0.03% | 175 |
|
|
2024
Q4 | $54.5K | Buy |
931
+1
| +0.1% | +$59 | 0.12% | 137 |
|
|
2024
Q3 | $52.8K | Sell |
930
-854
| -48% | -$48.4K | 0.13% | 112 |
|
|
2024
Q2 | $93.4K | Sell |
1,784
-2,532
| -59% | -$133K | 0.2% | 90 |
|
|
2024
Q1 | $254K | Sell |
4,316
-201
| -4% | -$11.9K | 0.3% | 71 |
|
|
2023
Q4 | $213K | Buy |
4,517
+129
| +3% | +$6.08K | 0.26% | 82 |
|
|
2023
Q3 | $186K | Buy |
+4,388
| New | +$186K | 0.24% | 88 |
|