Wolff Wiese Magana’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 | $7.42K | Hold |
101
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $7.19K | Buy |
101
+94
| +1,343% | +$6.69K | ﹤0.01% | 472 |
|
|
2024
Q4 | $410 | Hold |
7
| – | – | ﹤0.01% | 892 |
|
|
2024
Q3 | $398 | Sell |
7
-1
| -13% | -$57 | ﹤0.01% | 930 |
|
|
2024
Q2 | $393 | Sell |
8
-61
| -88% | -$3K | ﹤0.01% | 720 |
|
|
2024
Q1 | $4.07K | Buy |
69
+61
| +763% | +$3.6K | ﹤0.01% | 414 |
|
|
2023
Q4 | $354 | Hold |
8
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $318 | Buy |
+8
| New | +$318 | ﹤0.01% | 735 |
|
|
2022
Q4 | – | Sell |
-663
| Closed | -$29K | – | 985 |
|
|
2022
Q3 | $29K | Buy |
663
+9
| +1% | +$394 | 0.02% | 328 |
|
|
2022
Q2 | $30K | Sell |
654
-18
| -3% | -$826 | 0.02% | 333 |
|
|
2022
Q1 | $30K | Sell |
672
-3
| -0.4% | -$134 | 0.02% | 348 |
|
|
2021
Q4 | $25K | Buy |
675
+25
| +4% | +$926 | 0.02% | 399 |
|
|
2021
Q3 | $21K | Buy |
650
+371
| +133% | +$12K | 0.01% | 414 |
|
|
2021
Q2 | $9K | Buy |
279
+151
| +118% | +$4.87K | 0.01% | 544 |
|
|
2021
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 634 |
|
|
2020
Q4 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 580 |
|