NBC Securities’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 | $82K | Buy |
1,120
+855
| +323% | +$62.6K | 0.01% | 1128 |
|
|
2025
Q1 | $18K | Buy |
+265
| New | +$18K | ﹤0.01% | 1534 |
|
|
2024
Q4 | – | Sell |
-424
| Closed | -$24K | – | 2095 |
|
|
2024
Q3 | $24K | Sell |
424
-2
| -0.5% | -$113 | ﹤0.01% | 1446 |
|
|
2024
Q2 | $22K | Sell |
426
-60
| -12% | -$3.1K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $28K | Sell |
486
-65
| -12% | -$3.75K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $25K | Sell |
551
-27
| -5% | -$1.23K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $24K | Buy |
+578
| New | +$24K | ﹤0.01% | 1384 |
|