Zions Bancorporation’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.5K | Hold |
265
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $15K | Sell |
265
-2
| -0.7% | -$113 | ﹤0.01% | 555 |
|
|
2024
Q2 | $14K | Hold |
267
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $15.7K | Hold |
267
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $12.6K | Buy |
267
+10
| +4% | +$471 | ﹤0.01% | 614 |
|
|
2023
Q3 | $10.9K | Hold |
257
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $10.2K | Sell |
257
-6
| -2% | -$238 | ﹤0.01% | 634 |
|
|
2023
Q1 | $10.9K | Buy |
263
+15
| +6% | +$621 | ﹤0.01% | 631 |
|
|
2022
Q4 | $12K | Hold |
248
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $11K | Hold |
248
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $11K | Hold |
248
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $11K | Sell |
248
-2
| -0.8% | -$89 | ﹤0.01% | 810 |
|
|
2021
Q4 | $9K | Buy |
250
+34
| +16% | +$1.22K | ﹤0.01% | 774 |
|
|
2021
Q3 | $7K | Buy |
216
+40
| +23% | +$1.3K | ﹤0.01% | 792 |
|
|
2021
Q2 | $6K | Hold |
176
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $5K | Hold |
176
| – | – | ﹤0.01% | 828 |
|
|
2020
Q2 | $4K | Sell |
176
-11
| -6% | -$250 | ﹤0.01% | 788 |
|
|
2020
Q1 | $4K | Buy |
187
+11
| +6% | +$235 | ﹤0.01% | 747 |
|
|
2019
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 803 |
|
|
2019
Q3 | $6K | Buy |
+176
| New | +$6K | ﹤0.01% | 776 |
|
|
2018
Q4 | – | Sell |
-435
| Closed | -$10K | – | 776 |
|
|
2018
Q3 | $10K | Buy |
+435
| New | +$10K | ﹤0.01% | 567 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$10K | – | 979 |
|
|
2017
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 844 |
|
|
2017
Q1 | – | Sell |
-176
| Closed | -$3K | – | 843 |
|
|
2016
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 722 |
|
|
2016
Q3 | $3K | Hold |
176
| – | – | ﹤0.01% | 686 |
|
|
2016
Q2 | $3K | Hold |
176
| – | – | ﹤0.01% | 668 |
|
|
2016
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 726 |
|
|
2015
Q4 | $3K | Hold |
176
| – | – | ﹤0.01% | 680 |
|
|
2015
Q3 | $3K | Buy |
+176
| New | +$3K | ﹤0.01% | 699 |
|
|
2015
Q2 | – | Sell |
-176
| Closed | -$3K | – | 742 |
|
|
2015
Q1 | $3K | Buy |
+176
| New | +$3K | ﹤0.01% | 746 |
|