Prime Capital Investment Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
5,908
-265
| -4% | -$19.5K | 0.01% | 654 |
|
|
2025
Q1 | $439K | Buy |
6,173
+420
| +7% | +$29.9K | 0.01% | 715 |
|
|
2024
Q4 | $337K | Buy |
5,753
+73
| +1% | +$4.27K | ﹤0.01% | 687 |
|
|
2024
Q3 | $322K | Buy |
5,680
+110
| +2% | +$6.24K | ﹤0.01% | 705 |
|
|
2024
Q2 | $292K | Sell |
5,570
-75
| -1% | -$3.93K | ﹤0.01% | 730 |
|
|
2024
Q1 | $333K | Buy |
5,645
+14
| +0.2% | +$825 | ﹤0.01% | 744 |
|
|
2023
Q4 | $265K | Buy |
+5,631
| New | +$265K | ﹤0.01% | 775 |
|
|
2023
Q1 | – | Sell |
-4,643
| Closed | -$225K | – | 658 |
|
|
2022
Q4 | $225K | Buy |
+4,643
| New | +$225K | 0.01% | 474 |
|
|
2022
Q3 | – | Sell |
-4,562
| Closed | -$208K | – | 439 |
|
|
2022
Q2 | $208K | Buy |
+4,562
| New | +$208K | 0.01% | 353 |
|