Optimum Investment Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.7K | Hold |
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|
2025
Q2 | $48.6K | Sell |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $165K | Hold |
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|
2024
Q3 | $160K | Sell |
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|
2024
Q2 | $147K | Sell |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $122K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $109K | Sell |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $173K | Hold |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $154K | Hold |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $150K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $181K | Hold |
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|
2019
Q3 | $190K | Hold |
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|
2019
Q2 | $173K | Hold |
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|
2019
Q1 | $148K | Hold |
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|
2018
Q4 | $129K | Hold |
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|
2018
Q3 | $140K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $127K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $213K | Buy |
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|
2015
Q1 | $182K | Hold |
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|
2014
Q4 | $185K | Sell |
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|
2014
Q3 | $174K | Buy |
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|
2014
Q2 | $81K | Buy |
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