Woodward Diversified 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 | $367K | Buy |
4,998
+1,050
| +27% | +$77.1K | 0.19% | 114 |
|
|
2025
Q1 | $281K | Buy |
3,948
+32
| +0.8% | +$2.28K | 0.2% | 106 |
|
|
2024
Q4 | $229K | Sell |
3,916
-1,018
| -21% | -$59.6K | 0.17% | 114 |
|
|
2024
Q3 | $280K | Sell |
4,934
-114
| -2% | -$6.47K | 0.18% | 130 |
|
|
2024
Q2 | $264K | Buy |
5,048
+375
| +8% | +$19.6K | 0.16% | 132 |
|
|
2024
Q1 | $276K | Buy |
+4,673
| New | +$276K | 0.17% | 130 |
|