Schechter Investment Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $455K | Sell |
6,397
-225
| -3% | -$16K | 0.04% | 389 |
|
|
2024
Q4 | $388K | Sell |
6,622
-96
| -1% | -$5.62K | 0.03% | 436 |
|
|
2024
Q3 | $381K | Sell |
6,718
-25
| -0.4% | -$1.42K | 0.03% | 447 |
|
|
2024
Q2 | $353K | Sell |
6,743
-241
| -3% | -$12.6K | 0.03% | 446 |
|
|
2024
Q1 | $412K | Sell |
6,984
-18
| -0.3% | -$1.06K | 0.03% | 420 |
|
|
2023
Q4 | $330K | Buy |
7,002
+150
| +2% | +$7.07K | 0.03% | 444 |
|
|
2023
Q3 | $290K | Buy |
6,852
+121
| +2% | +$5.12K | 0.03% | 461 |
|
|
2023
Q2 | $267K | Sell |
6,731
-220
| -3% | -$8.74K | 0.02% | 514 |
|
|
2023
Q1 | $289K | Buy |
6,951
+15
| +0.2% | +$623 | 0.03% | 530 |
|
|
2022
Q4 | $336K | Sell |
6,936
-231
| -3% | -$11.2K | 0.03% | 601 |
|
|
2022
Q3 | $308K | Sell |
7,167
-300
| -4% | -$12.9K | 0.03% | 692 |
|
|
2022
Q2 | $339K | Sell |
7,467
-404
| -5% | -$18.3K | 0.03% | 657 |
|
|
2022
Q1 | $349K | Sell |
7,871
-524
| -6% | -$23.2K | 0.03% | 641 |
|
|
2021
Q4 | $308K | Buy |
+8,395
| New | +$308K | 0.03% | 671 |
|