Silver Oak Securities’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 | $690K | Buy |
+9,392
| New | +$690K | 0.06% | 334 |
|
|
2025
Q1 | – | Sell |
-9,831
| Closed | -$575K | – | 717 |
|
|
2024
Q4 | $575K | Sell |
9,831
-4,247
| -30% | -$249K | 0.05% | 343 |
|
|
2024
Q3 | $793K | Buy |
14,078
+12,849
| +1,045% | +$724K | 0.08% | 250 |
|
|
2024
Q2 | $64.4K | Sell |
1,229
-111
| -8% | -$5.82K | 0.01% | 438 |
|
|
2024
Q1 | $79K | Buy |
+1,340
| New | +$79K | 0.01% | 436 |
|