Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $308K | Buy |
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