One Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $187K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $29K | Buy |
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