Raymond James Trust’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 | $2.46M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $385K | Buy |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $237K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $226K | Sell |
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|
2017
Q1 | $254K | Buy |
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|
2016
Q4 | $237K | Buy |
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