Mitchell & Pahl Private Wealth’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Buy |
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|
2025
Q4 | $1.51M | Sell |
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|
2025
Q3 | $1.67M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $995K | Sell |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $815K | Sell |
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|
2022
Q4 | $957K | Buy |
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|
2022
Q3 | $842K | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $795K | Buy |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $352K | Buy |
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