PCS
Personal CFO Solutions’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
24,093
+121
| +0.5% | +$8.89K | 0.33% | 57 |
|
|
2025
Q1 | $1.71M | Buy |
23,972
+27
| +0.1% | +$1.92K | 0.35% | 51 |
|
|
2024
Q4 | $1.4M | Buy |
23,945
+14
| +0.1% | +$819 | 0.28% | 67 |
|
|
2024
Q3 | $1.36M | Buy |
23,931
+8,055
| +51% | +$457K | 0.19% | 101 |
|
|
2024
Q2 | $1.25M | Sell |
15,876
-78
| -0.5% | -$6.13K | 0.19% | 99 |
|
|
2024
Q1 | $1.41M | Buy |
15,954
+2
| +0% | +$177 | 0.22% | 89 |
|
|
2023
Q4 | $1.13M | Sell |
15,952
-820
| -5% | -$58K | 0.2% | 97 |
|
|
2023
Q3 | $1.06M | Sell |
16,772
-1
| -0% | -$63 | 0.21% | 94 |
|
|
2023
Q2 | $999K | Sell |
16,773
-2,788
| -14% | -$166K | 0.2% | 96 |
|
|
2023
Q1 | $1.22M | Sell |
19,561
-1,258
| -6% | -$78.3K | 0.25% | 75 |
|
|
2022
Q4 | $1.51M | Buy |
20,819
+896
| +4% | +$65K | 0.32% | 63 |
|
|
2022
Q3 | $1.29M | Buy |
19,923
+3,835
| +24% | +$248K | 0.32% | 57 |
|
|
2022
Q2 | $1.1M | Buy |
16,088
+2
| +0% | +$136 | 0.26% | 67 |
|
|
2022
Q1 | $1.07M | Buy |
16,086
+5,508
| +52% | +$367K | 0.21% | 97 |
|
|
2021
Q4 | $872K | Buy |
10,578
+3
| +0% | +$247 | 0.16% | 124 |
|
|
2021
Q3 | $774K | Buy |
10,575
+898
| +9% | +$65.7K | 0.16% | 133 |
|
|
2021
Q2 | $720K | Buy |
9,677
+2,454
| +34% | +$183K | 0.15% | 134 |
|
|
2021
Q1 | $544K | Buy |
7,223
+88
| +1% | +$6.63K | 0.12% | 156 |
|
|
2020
Q4 | $474K | Buy |
7,135
+152
| +2% | +$10.1K | 0.12% | 169 |
|
|
2020
Q3 | $0 | Buy |
6,983
+911
| +15% | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $348K | Buy |
+6,072
| New | +$348K | 0.1% | 186 |
|
|
2020
Q1 | – | Sell |
-3,419
| Closed | -$236K | – | 376 |
|
|
2019
Q4 | $236K | Buy |
+3,419
| New | +$236K | 0.07% | 278 |
|