MGO One Seven’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 | $2.12M | Buy |
28,840
+17,033
| +144% | +$1.25M | 0.07% | 309 |
|
|
2025
Q1 | $840K | Buy |
11,807
+869
| +8% | +$61.8K | 0.03% | 477 |
|
|
2024
Q4 | $640K | Buy |
10,938
+680
| +7% | +$39.8K | 0.02% | 561 |
|
|
2024
Q3 | $582K | Sell |
10,258
-1,123
| -10% | -$63.7K | 0.03% | 531 |
|
|
2024
Q2 | $596K | Buy |
11,381
+2,420
| +27% | +$127K | 0.03% | 496 |
|
|
2024
Q1 | $528K | Buy |
8,961
+207
| +2% | +$12.2K | 0.03% | 502 |
|
|
2023
Q4 | $413K | Sell |
8,754
-296
| -3% | -$14K | 0.02% | 595 |
|
|
2023
Q3 | $383K | Buy |
+9,050
| New | +$383K | 0.03% | 524 |
|
|
2019
Q1 | – | Sell |
-2,393
| Closed | -$52K | – | 1643 |
|
|
2018
Q4 | $52K | Buy |
+2,393
| New | +$52K | 0.02% | 628 |
|
|
2018
Q1 | $56K | Hold |
2,622
| – | – | 0.03% | 588 |
|
|
2017
Q4 | $56K | Buy |
+2,622
| New | +$56K | 0.03% | 583 |
|