Wedmont Private Capital’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 | $687K | Buy |
9,852
+1,574
| +19% | +$110K | 0.03% | 353 |
|
|
2025
Q1 | $567K | Buy |
8,278
+240
| +3% | +$16.4K | 0.03% | 347 |
|
|
2024
Q4 | $456K | Buy |
8,038
+181
| +2% | +$10.3K | 0.02% | 412 |
|
|
2024
Q3 | $444K | Sell |
7,857
-3,453
| -31% | -$195K | 0.03% | 393 |
|
|
2024
Q2 | $403K | Buy |
11,310
+4,158
| +58% | +$148K | 0.03% | 401 |
|
|
2024
Q1 | $399K | Buy |
7,152
+205
| +3% | +$11.4K | 0.03% | 373 |
|
|
2023
Q4 | $336K | Buy |
6,947
+1,310
| +23% | +$63.4K | 0.03% | 392 |
|
|
2023
Q3 | $240K | Buy |
5,637
+349
| +7% | +$14.8K | 0.02% | 430 |
|
|
2023
Q2 | $208K | Buy |
5,288
+311
| +6% | +$12.2K | 0.02% | 463 |
|
|
2023
Q1 | $209K | Buy |
4,977
+438
| +10% | +$18.4K | 0.03% | 438 |
|
|
2022
Q4 | $225K | Buy |
+4,539
| New | +$225K | 0.03% | 404 |
|