Clearstead Advisors’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 | $91.8K | Buy |
1,250
+113
| +10% | +$8.3K | ﹤0.01% | 1087 |
|
|
2025
Q1 | $80.9K | Sell |
1,137
-4,027
| -78% | -$287K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $302K | Sell |
5,164
-116
| -2% | -$6.79K | ﹤0.01% | 721 |
|
|
2024
Q3 | $300K | Sell |
5,280
-290
| -5% | -$16.5K | ﹤0.01% | 725 |
|
|
2024
Q2 | $292K | Buy |
5,570
+5,360
| +2,552% | +$281K | 0.01% | 693 |
|
|
2024
Q1 | $11K | Sell |
210
-24
| -10% | -$1.26K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $11K | Sell |
234
-186
| -44% | -$8.77K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $17.8K | Buy |
420
+210
| +100% | +$8.89K | ﹤0.01% | 1038 |
|
|
2023
Q2 | $8.34K | Sell |
210
-42
| -17% | -$1.67K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $10.5K | Buy |
+252
| New | +$10.5K | ﹤0.01% | 943 |
|
|
2022
Q4 | – | Sell |
-695
| Closed | -$30K | – | 1387 |
|
|
2022
Q3 | $30K | Hold |
695
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $32K | Hold |
695
| – | – | ﹤0.01% | 711 |
|
|
2022
Q1 | $31K | Buy |
695
+582
| +515% | +$26K | ﹤0.01% | 774 |
|
|
2021
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q2 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 939 |
|