Sowell Financial Services’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 | $283K | Sell |
3,846
-156
| -4% | -$11.5K | 0.01% | 809 |
|
|
2025
Q1 | $285K | Buy |
+4,002
| New | +$285K | 0.01% | 785 |
|
|
2021
Q2 | – | Sell |
-6,523
| Closed | -$234K | – | 2757 |
|
|
2021
Q1 | $234K | Sell |
6,523
-1,822
| -22% | -$65.4K | 0.01% | 966 |
|
|
2020
Q4 | $246K | Buy |
8,345
+603
| +8% | +$17.8K | 0.01% | 767 |
|
|
2020
Q3 | $210K | Sell |
7,742
-502
| -6% | -$13.6K | 0.01% | 710 |
|
|
2020
Q2 | $210K | Sell |
8,244
-378
| -4% | -$9.63K | 0.01% | 704 |
|
|
2020
Q1 | $200K | Buy |
8,622
+715
| +9% | +$16.6K | 0.01% | 649 |
|
|
2019
Q4 | $243K | Buy |
7,907
+1,643
| +26% | +$50.5K | 0.02% | 651 |
|
|
2019
Q3 | $201K | Buy |
+6,264
| New | +$201K | 0.02% | 642 |
|