TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $265K | Buy |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $218K | Buy |
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