TFC Financial Management’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 | $74 | Buy |
+1
| New | +$74 | ﹤0.01% | 925 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$89 | – | 1112 |
|
|
2024
Q1 | $89 | Buy |
+2
| New | +$89 | ﹤0.01% | 846 |
|
|
2023
Q2 | – | Sell |
-288
| Closed | -$12K | – | 768 |
|
|
2023
Q1 | $12K | Buy |
288
+9
| +3% | +$374 | ﹤0.01% | 362 |
|
|
2022
Q4 | $13.5K | Hold |
279
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $12K | Hold |
279
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $13K | Hold |
279
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $12K | Hold |
279
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $10K | Hold |
279
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $9K | Hold |
279
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $9K | Hold |
279
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $9K | Hold |
279
| – | – | ﹤0.01% | 318 |
|
|
2020
Q4 | $8K | Hold |
279
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $8K | Buy |
+279
| New | +$8K | ﹤0.01% | 315 |
|