Private Wealth Advisors (California)’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 | – | Sell |
-5,104
| Closed | -$363K | – | 87 |
|
|
2025
Q1 | $363K | Buy |
5,104
+7
| +0.1% | +$498 | 0.13% | 69 |
|
|
2024
Q4 | $298K | Buy |
5,097
+7
| +0.1% | +$410 | 0.12% | 71 |
|
|
2024
Q3 | $291K | Buy |
5,090
+6
| +0.1% | +$344 | 0.11% | 68 |
|
|
2024
Q2 | $268K | Buy |
5,084
+8
| +0.2% | +$421 | 0.1% | 67 |
|
|
2024
Q1 | $299K | Buy |
5,076
+7
| +0.1% | +$413 | 0.12% | 64 |
|
|
2023
Q4 | $239K | Sell |
5,069
-3
| -0.1% | -$141 | 0.09% | 62 |
|
|
2023
Q3 | $215K | Hold |
5,072
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $201K | Buy |
5,072
+9
| +0.2% | +$357 | 0.08% | 71 |
|
|
2023
Q1 | $210K | Buy |
+5,063
| New | +$210K | 0.09% | 71 |
|