PTP
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 |
|