Wealth Enhancement Advisory Services’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
Q2 | $3.7M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $3.73M | Buy |
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|
2024
Q3 | $760K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $660K | Buy |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $461K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $913K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $771K | Buy |
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|
2015
Q1 | $653K | Buy |
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|
2014
Q4 | $562K | Buy |
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