Summit Securities Group’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 | $14.8K | Buy |
+201
| New | +$14.8K | ﹤0.01% | 672 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$7K | – | 759 |
|
|
2023
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 341 |
|
|
2023
Q3 | – | Sell |
-395
| Closed | -$16K | – | 890 |
|
|
2023
Q2 | $16K | Sell |
395
-202
| -34% | -$8.18K | ﹤0.01% | 566 |
|
|
2023
Q1 | $25K | Buy |
597
+286
| +92% | +$12K | ﹤0.01% | 456 |
|
|
2022
Q4 | $15K | Sell |
311
-5,205
| -94% | -$251K | ﹤0.01% | 736 |
|
|
2022
Q3 | $237K | Buy |
5,516
+4,859
| +740% | +$209K | 0.02% | 247 |
|
|
2022
Q2 | $30K | Buy |
657
+528
| +409% | +$24.1K | ﹤0.01% | 494 |
|
|
2022
Q1 | $6K | Buy |
+129
| New | +$6K | ﹤0.01% | 707 |
|