Osborn Williams & Donohoe’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$339K Sell
14,627
-1,013
-6% -$23.5K 0.04% 214
2019
Q4
$480K Sell
15,640
-675
-4% -$20.7K 0.05% 228
2019
Q3
$524K Hold
16,315
0.05% 221
2019
Q2
$478K Sell
16,315
-7,810
-32% -$229K 0.05% 232
2019
Q1
$410K Buy
+24,125
New +$410K 0.04% 265