Pathstone Family Office’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $848K | Buy |
19,986
+11,247
| +129% | +$477K | 0.01% | 794 |
|
|
2023
Q2 | $347K | Buy |
8,739
+2,362
| +37% | +$93.8K | ﹤0.01% | 914 |
|
|
2023
Q1 | $292K | Sell |
6,377
-20,194
| -76% | -$925K | ﹤0.01% | 920 |
|
|
2022
Q4 | $893K | Buy |
26,571
+14,124
| +113% | +$475K | 0.01% | 840 |
|
|
2022
Q3 | $537K | Buy |
+12,447
| New | +$537K | ﹤0.01% | 1048 |
|