Prospera Financial Services’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 | $201K | Buy |
+2,733
| New | +$201K | ﹤0.01% | 1253 |
|
|
2024
Q1 | – | Sell |
-4,865
| Closed | -$229K | – | 1144 |
|
|
2023
Q4 | $229K | Sell |
4,865
-384
| -7% | -$18.1K | 0.01% | 957 |
|
|
2023
Q3 | $223K | Sell |
5,249
-633
| -11% | -$26.8K | 0.01% | 910 |
|
|
2023
Q2 | $234K | Buy |
5,882
+218
| +4% | +$8.67K | 0.01% | 902 |
|
|
2023
Q1 | $236K | Buy |
5,664
+1,057
| +23% | +$44K | 0.01% | 858 |
|
|
2022
Q4 | $223K | Sell |
4,607
-730
| -14% | -$35.3K | 0.01% | 812 |
|
|
2022
Q3 | $230K | Buy |
5,337
+214
| +4% | +$9.22K | 0.01% | 737 |
|
|
2022
Q2 | $234K | Sell |
5,123
-729
| -12% | -$33.3K | 0.01% | 691 |
|
|
2022
Q1 | $260K | Buy |
+5,852
| New | +$260K | 0.01% | 787 |
|
|
2021
Q1 | – | Sell |
-9,718
| Closed | -$287K | – | 780 |
|
|
2020
Q4 | $287K | Buy |
+9,718
| New | +$287K | 0.02% | 547 |
|
|
2020
Q1 | – | Sell |
-61,189
| Closed | -$1.88M | – | 631 |
|
|
2019
Q4 | $1.88M | Buy |
+61,189
| New | +$1.88M | 0.14% | 179 |
|