Thrive Wealth 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 | $470K | Buy |
6,391
+294
| +5% | +$21.6K | 0.08% | 129 |
|
|
2025
Q1 | $434K | Buy |
6,097
+784
| +15% | +$55.8K | 0.08% | 125 |
|
|
2024
Q4 | $311K | Sell |
5,313
-189
| -3% | -$11.1K | 0.06% | 151 |
|
|
2024
Q3 | $312K | Sell |
5,502
-35
| -0.6% | -$1.99K | 0.06% | 164 |
|
|
2024
Q2 | $290K | Buy |
5,537
+470
| +9% | +$24.6K | 0.06% | 162 |
|
|
2024
Q1 | $299K | Buy |
5,067
+306
| +6% | +$18K | 0.06% | 158 |
|
|
2023
Q4 | $224K | Buy |
+4,761
| New | +$224K | 0.05% | 175 |
|
|
2023
Q1 | – | Sell |
-5,478
| Closed | -$265K | – | 179 |
|
|
2022
Q4 | $265K | Buy |
5,478
+316
| +6% | +$15.3K | 0.08% | 137 |
|
|
2022
Q3 | $222K | Buy |
+5,162
| New | +$222K | 0.08% | 131 |
|