TAM
Trust Asset Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
3,478
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $247K | Sell |
3,478
-51
| -1% | -$3.63K | 0.02% | 192 |
|
|
2024
Q4 | $207K | Hold |
3,529
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $200K | Buy |
+3,529
| New | +$200K | 0.02% | 229 |
|
|
2024
Q2 | – | Sell |
-2,354
| Closed | -$208K | – | 224 |
|
|
2024
Q1 | $208K | Buy |
+2,354
| New | +$208K | 0.02% | 215 |
|