Wealth Enhancement Advisory Services’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
51,686
+27,042
| +110% | +$1.93M | 0.01% | 1041 |
|
|
2025
Q1 | $1.75M | Sell |
24,644
-39,106
| -61% | -$2.78M | ﹤0.01% | 1307 |
|
|
2024
Q4 | $3.73M | Buy |
63,750
+50,361
| +376% | +$2.95M | 0.01% | 907 |
|
|
2024
Q3 | $760K | Buy |
13,389
+5,841
| +77% | +$331K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $593K | Buy |
7,548
+84
| +1% | +$6.6K | ﹤0.01% | 1547 |
|
|
2024
Q1 | $660K | Buy |
7,464
+429
| +6% | +$37.9K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $497K | Sell |
7,035
-219
| -3% | -$15.5K | ﹤0.01% | 1508 |
|
|
2023
Q3 | $461K | Buy |
+7,254
| New | +$461K | ﹤0.01% | 1472 |
|
|
2020
Q2 | – | Sell |
-16,887
| Closed | -$913K | – | 260 |
|
|
2020
Q1 | $913K | Buy |
+16,887
| New | +$913K | 0.03% | 170 |
|
|
2015
Q3 | – | Sell |
-14,851
| Closed | -$771K | – | 120 |
|
|
2015
Q2 | $771K | Buy |
14,851
+1,922
| +15% | +$99.8K | 0.24% | 81 |
|
|
2015
Q1 | $653K | Buy |
12,929
+1,970
| +18% | +$99.5K | 0.25% | 87 |
|
|
2014
Q4 | $562K | Buy |
+10,959
| New | +$562K | 0.22% | 88 |
|