TD Private Client Wealth’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 | $2.76M | Sell |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.53M | Sell |
|
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.77M | Buy |
|
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $3.57M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $3.93M | Buy |
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|
2021
Q4 | $2.96M | Sell |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.79M | Buy |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $928K | Sell |
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|
2019
Q4 | $1.26M | Buy |
|