LGT Financial Advisors’s W.R. Berkley WRB Stock Holding History

LGT Financial Advisors’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.6K	Buy
2025 Q2	$10.2K	Buy
2025 Q1	$9.78K	Sell
2024 Q4	$54.5K	Buy
2024 Q3	$52.8K	Sell
2024 Q2	$93.4K	Sell
2024 Q1	$254K	Sell
2023 Q4	$213K	Buy
2023 Q3	$186K	Buy