PTP
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Platform Technology Partners’s W.R. Berkley WRB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
4,311
-48
-1% -$3.53K 0.08% 192
2025
Q1
$310K Hold
4,359
0.09% 181
2024
Q4
$255K Sell
4,359
-1,751
-29% -$102K 0.08% 188
2024
Q3
$347K Buy
6,110
+2,028
+50% +$115K 0.11% 160
2024
Q2
$321K Buy
+4,082
New +$321K 0.11% 161
2023
Q4
$343K Sell
4,255
-5
-0.1% -$404 0.13% 145
2023
Q3
$270K Buy
+4,260
New +$270K 0.13% 152