Lindbrook Capital’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
Q1 | $105K | Buy |
1,479
+431
| +41% | +$30.7K | 0.01% | 657 |
|
|
2024
Q4 | $61.3K | Sell |
1,048
-80
| -7% | -$4.68K | 0.01% | 730 |
|
|
2024
Q3 | $64K | Buy |
1,128
+196
| +21% | +$11.1K | 0.01% | 711 |
|
|
2024
Q2 | $48.8K | Buy |
932
+21
| +2% | +$1.1K | ﹤0.01% | 804 |
|
|
2024
Q1 | $53.7K | Buy |
911
+41
| +5% | +$2.42K | 0.01% | 761 |
|
|
2023
Q4 | $41K | Buy |
870
+360
| +71% | +$17K | ﹤0.01% | 829 |
|
|
2023
Q3 | $21.6K | Buy |
510
+126
| +33% | +$5.33K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $15.2K | Buy |
384
+79
| +26% | +$3.14K | ﹤0.01% | 1229 |
|
|
2023
Q1 | $12.6K | Sell |
305
-78
| -20% | -$3.23K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $18.5K | Buy |
383
+305
| +391% | +$14.7K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $3K | Sell |
78
-8
| -9% | -$308 | ﹤0.01% | 1947 |
|
|
2022
Q2 | $4K | Buy |
86
+41
| +91% | +$1.91K | ﹤0.01% | 1706 |
|
|
2022
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 2108 |
|
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 1840 |
|
|
2021
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 1801 |
|
|
2021
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1849 |
|
|
2021
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 1617 |
|
|
2020
Q4 | $1K | Buy |
45
+18
| +67% | +$400 | ﹤0.01% | 1709 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1649 |
|
|
2020
Q1 | – | Sell |
-392
| Closed | -$12K | – | 1896 |
|
|
2019
Q4 | $12K | Buy |
392
+48
| +14% | +$1.47K | ﹤0.01% | 887 |
|
|
2019
Q3 | $11K | Hold |
344
| – | – | ﹤0.01% | 884 |
|
|
2019
Q2 | $10K | Hold |
344
| – | – | ﹤0.01% | 910 |
|
|
2019
Q1 | $8K | Hold |
344
| – | – | ﹤0.01% | 967 |
|
|
2018
Q4 | $7K | Buy |
+344
| New | +$7K | ﹤0.01% | 930 |
|