Wealth Quarterback’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 | $450K | Sell |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $716K | Sell |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $638K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $763K | Sell |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $607K | Sell |
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $976K | Buy |
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|
2021
Q3 | $656K | Sell |
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|
2021
Q2 | $684K | Buy |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $564K | Hold |
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|
2020
Q2 | $564K | Buy |
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|
2020
Q1 | $165K | Buy |
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