Wealth Alliance’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 | $637K | Sell |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $592K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $414K | Sell |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | $203K | Buy |
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