Oppenheimer & Co’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 | $356K | Sell |
|
|||||
|
2025
Q2 | $352K | Sell |
|
|||||
|
2025
Q1 | $345K | Buy |
|
|||||
|
2024
Q4 | $272K | Buy |
|
|||||
|
2024
Q3 | $235K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $201K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $327K | Hold |
|
|||||
|
2022
Q3 | $291K | Hold |
|
|||||
|
2022
Q2 | $307K | Hold |
|
|||||
|
2022
Q1 | $300K | Hold |
|
|||||
|
2021
Q4 | $247K | Hold |
|
|||||
|
2021
Q3 | $220K | Hold |
|
|||||
|
2021
Q2 | $223K | Hold |
|
|||||
|
2021
Q1 | $226K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $207K | Hold |
|
|||||
|
2019
Q3 | $217K | Buy |
|