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MPWM Advisory Solutions’s W.R. Berkley WRB Stock Holding History

MPWM Advisory Solutions’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$66.1K Sell
900
-778
-46% -$57.2K 0.04% 139
2025
Q1 		$119K Buy
1,678
+1,050
+167% +$74.7K 0.09% 89
2024
Q4 		$36.8K Buy
+628
New +$36.8K 0.03% 180