Williams Jones Wealth Management’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 | $762K | Sell |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $691K | Sell |
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|
2024
Q2 | $672K | Sell |
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|
2024
Q1 | $768K | Hold |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $709K | Hold |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $466K | Hold |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $584K | Buy |
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