Siemens Fonds Invest’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 | $654K | Buy |
8,902
+634
| +8% | +$46.6K | 0.04% | 278 |
|
|
2025
Q1 | $588K | Sell |
8,268
-5,223
| -39% | -$372K | 0.04% | 262 |
|
|
2024
Q4 | $789K | Buy |
13,491
+995
| +8% | +$58.2K | 0.05% | 237 |
|
|
2024
Q3 | $366K | Sell |
12,496
-670
| -5% | -$19.6K | 0.03% | 320 |
|
|
2024
Q2 | $690K | Hold |
13,166
| – | – | 0.05% | 235 |
|
|
2024
Q1 | $776K | Buy |
13,166
+6,171
| +88% | +$364K | 0.06% | 230 |
|
|
2023
Q4 | $330K | Buy |
+6,995
| New | +$330K | 0.03% | 339 |
|