Procyon Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Sell |
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|
2025
Q2 | $842K | Sell |
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|
2025
Q1 | $1.48M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $937K | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $844K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $982K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $836K | Sell |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $755K | Sell |
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|
2021
Q1 | $765K | Hold |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $531K | Buy |
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|
2019
Q4 | $531K | Buy |
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