Lido 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 | $1.24M | Buy |
16,814
+6,990
| +71% | +$514K | ﹤0.01% | 685 |
|
|
2025
Q1 | $699K | Sell |
9,824
-1,126
| -10% | -$80.1K | ﹤0.01% | 849 |
|
|
2024
Q4 | $641K | Buy |
10,950
+1,176
| +12% | +$68.8K | ﹤0.01% | 851 |
|
|
2024
Q3 | $554K | Sell |
9,774
-71
| -0.7% | -$4.03K | ﹤0.01% | 833 |
|
|
2024
Q2 | $516K | Sell |
9,845
-11,266
| -53% | -$590K | ﹤0.01% | 828 |
|
|
2024
Q1 | $1.24M | Sell |
21,111
-8,330
| -28% | -$491K | 0.01% | 524 |
|
|
2023
Q4 | $1.39M | Sell |
29,441
-7,285
| -20% | -$343K | 0.01% | 467 |
|
|
2023
Q3 | $1.55M | Sell |
36,726
-14,673
| -29% | -$621K | 0.01% | 397 |
|
|
2023
Q2 | $2.04M | Sell |
51,399
-2,781
| -5% | -$110K | 0.01% | 342 |
|
|
2023
Q1 | $2.25M | Buy |
54,180
+11,848
| +28% | +$492K | 0.02% | 308 |
|
|
2022
Q4 | $2.05M | Buy |
42,332
+8,259
| +24% | +$400K | 0.03% | 270 |
|
|
2022
Q3 | $1.47M | Buy |
34,073
+19,664
| +136% | +$846K | 0.02% | 272 |
|
|
2022
Q2 | $655K | Buy |
+14,409
| New | +$655K | 0.01% | 401 |
|