Private Wealth Management Group’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 | $22K | Hold |
300
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $21.3K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $17.6K | Hold |
300
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $17K | Hold |
300
| – | – | 0.01% | 325 |
|
|
2024
Q2 | $15.7K | Hold |
300
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $17.7K | Hold |
300
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $14.1K | Buy |
+300
| New | +$14.1K | 0.01% | 330 |
|