Wealthfront Advisers’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 | $1.83M | Buy |
|
|||||
|
2025
Q2 | $1.58M | Buy |
|
|||||
|
2025
Q1 | $1.24M | Buy |
|
|||||
|
2024
Q4 | $792K | Buy |
|
|||||
|
2024
Q3 | $636K | Sell |
|
|||||
|
2024
Q2 | $656K | Buy |
|
|||||
|
2024
Q1 | $723K | Buy |
|
|||||
|
2023
Q4 | $526K | Buy |
|
|||||
|
2023
Q3 | $399K | Buy |
|
|||||
|
2023
Q2 | $336K | Sell |
|
|||||
|
2023
Q1 | $362K | Sell |
|
|||||
|
2022
Q4 | $2.06M | Buy |
|
|||||
|
2022
Q3 | $1.63M | Sell |
|
|||||
|
2022
Q2 | $1.86M | Buy |
|
|||||
|
2022
Q1 | $376K | Buy |
|
|||||
|
2021
Q4 | $258K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $207K | Sell |
|
|||||
|
2021
Q1 | $212K | Buy |
|