Valeo Financial Advisors’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 | $367K | Buy |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $11K | Buy |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | $4K | Buy |
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