Wealthfront Advisers’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
21,517
+4,105
| +24% | +$302K | ﹤0.01% | 608 |
|
|
2025
Q1 | $1.24M | Buy |
17,412
+3,870
| +29% | +$275K | ﹤0.01% | 622 |
|
|
2024
Q4 | $792K | Buy |
13,542
+2,328
| +21% | +$136K | ﹤0.01% | 709 |
|
|
2024
Q3 | $636K | Sell |
11,214
-1,307
| -10% | -$74.1K | ﹤0.01% | 730 |
|
|
2024
Q2 | $656K | Buy |
12,521
+251
| +2% | +$13.1K | ﹤0.01% | 700 |
|
|
2024
Q1 | $723K | Buy |
12,270
+1,117
| +10% | +$65.9K | ﹤0.01% | 673 |
|
|
2023
Q4 | $526K | Buy |
11,153
+1,715
| +18% | +$80.9K | ﹤0.01% | 707 |
|
|
2023
Q3 | $399K | Buy |
9,438
+987
| +12% | +$41.8K | ﹤0.01% | 727 |
|
|
2023
Q2 | $336K | Sell |
8,451
-269
| -3% | -$10.7K | ﹤0.01% | 743 |
|
|
2023
Q1 | $362K | Sell |
8,720
-33,796
| -79% | -$1.4M | ﹤0.01% | 722 |
|
|
2022
Q4 | $2.06M | Buy |
42,516
+4,554
| +12% | +$220K | 0.01% | 398 |
|
|
2022
Q3 | $1.63M | Sell |
37,962
-2,865
| -7% | -$123K | 0.01% | 405 |
|
|
2022
Q2 | $1.86M | Buy |
40,827
+32,338
| +381% | +$1.47M | 0.01% | 398 |
|
|
2022
Q1 | $376K | Buy |
8,489
+1,453
| +21% | +$64.4K | ﹤0.01% | 681 |
|
|
2021
Q4 | $258K | Buy |
+7,036
| New | +$258K | ﹤0.01% | 713 |
|
|
2021
Q3 | – | Sell |
-6,264
| Closed | -$207K | – | 707 |
|
|
2021
Q2 | $207K | Sell |
6,264
-70
| -1% | -$2.31K | ﹤0.01% | 614 |
|
|
2021
Q1 | $212K | Buy |
+6,334
| New | +$212K | ﹤0.01% | 541 |
|