Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.89M | Sell |
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|
2024
Q2 | $4.54M | Buy |
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|
2024
Q1 | $4.94M | Buy |
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|
2023
Q4 | $3.81M | Sell |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.07M | Sell |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $5.95M | Sell |
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|
2022
Q3 | $6.23M | Buy |
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|
2022
Q2 | $5.82M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $403K | Sell |
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|
2019
Q1 | $349K | Buy |
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|
2018
Q4 | $301K | Buy |
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|
2018
Q3 | $311K | Buy |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $568K | Sell |
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|
2017
Q2 | $931K | Buy |
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|
2017
Q1 | $236K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $469K | Buy |
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