Prospera Financial Services’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 | $1.69M | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $287K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.88M | Buy |
|