O'Dell Group’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
Q1 | – | Sell |
-4,050
| Closed | -$237K | – | 104 |
|
|
2024
Q4 | $237K | Hold |
4,050
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $230K | Hold |
4,050
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $239K | Hold |
4,050
| – | – | 0.06% | 80 |
|
|
2024
Q1 | $239K | Hold |
4,050
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $191K | Buy |
+4,050
| New | +$191K | 0.05% | 88 |
|
|
2023
Q3 | – | Sell |
-4,050
| Closed | -$161K | – | 496 |
|
|
2023
Q2 | $161K | Buy |
+4,050
| New | +$161K | 0.05% | 89 |
|
|
2022
Q4 | – | Sell |
-4,050
| Closed | -$174K | – | 412 |
|
|
2022
Q3 | $174K | Hold |
4,050
| – | – | 0.06% | 66 |
|
|
2022
Q2 | $184K | Hold |
4,050
| – | – | 0.07% | 67 |
|
|
2022
Q1 | $180K | Hold |
4,050
| – | – | 0.05% | 78 |
|
|
2021
Q4 | $148K | Hold |
4,050
| – | – | 0.04% | 86 |
|
|
2021
Q3 | $132K | Buy |
+4,050
| New | +$132K | 0.04% | 95 |
|