NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.01M | Sell |
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|
2025
Q2 | $6.69M | Sell |
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|
2025
Q1 | $6.89M | Buy |
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|
2024
Q4 | $5.62M | Buy |
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|
2024
Q3 | $5.24M | Buy |
|
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|
2024
Q2 | $4.54M | Buy |
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $2.68M | Buy |
|
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $4.18M | Buy |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $4.25M | Buy |
|
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.18M | Buy |
|