Wedbush Securities’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 | $1.25M | Buy |
17,014
+842
| +5% | +$61.9K | 0.04% | 350 |
|
|
2025
Q1 | $1.15M | Sell |
16,172
-703
| -4% | -$50K | 0.04% | 351 |
|
|
2024
Q4 | $988K | Buy |
16,875
+1,066
| +7% | +$62.4K | 0.04% | 383 |
|
|
2024
Q3 | $897K | Buy |
15,809
+840
| +6% | +$47.7K | 0.03% | 397 |
|
|
2024
Q2 | $784K | Buy |
14,969
+612
| +4% | +$32.1K | 0.03% | 449 |
|
|
2024
Q1 | $846K | Sell |
14,357
-276
| -2% | -$16.3K | 0.03% | 449 |
|
|
2023
Q4 | $690K | Buy |
14,633
+32
| +0.2% | +$1.51K | 0.03% | 447 |
|
|
2023
Q3 | $618K | Buy |
+14,601
| New | +$618K | 0.03% | 447 |
|