Spire Wealth Management’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
Q3 | $236K | Buy |
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|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $359K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $23.3K | Sell |
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|
2024
Q2 | $25.1K | Sell |
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|
2024
Q1 | $28.5K | Buy |
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|
2023
Q4 | $23.8K | Hold |
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|
2023
Q3 | $20.1K | Sell |
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|
2023
Q2 | $39.4K | Hold |
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|
2023
Q1 | $41.2K | Buy |
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|
2022
Q4 | $7K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $81K | Buy |
|