AIMZ Investment Advisors, LLC WRB Holdings History
Number of Shares
3,375.00
Current Holdings Value*
$240,170.00
% of Portfolio
0.08%
Total Estimate Gain
$24,536.25
% of Total Estimate Gain
11.86%
AIMZ Investment Advisors, LLC's WR Berkley Corp Holding Summary
As of 2025-03-31, AIMZ Investment Advisors, LLC held 3,375.00 shares of WR Berkley Corp(WRB), totaling $240,170.00. This investment constitutes 0.08% of their stock portfolio, and AIMZ Investment Advisors, LLC now holds 0% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2025Q1. And since then AIMZ Investment Advisors, LLC has made 1 purchases of WRB, at an average price of $61.28, for a total of 3,375.00 shares. Based on historical transaction data and WRB's current price of $68.55, AIMZ Investment Advisors, LLC's estimated gain on his WRB holdings is $24,536.25, reflecting a 11.86% gain to date.
AIMZ Investment Advisors, LLC WRB ($68.55) Holding Chart
AIMZ Investment Advisors, LLC WRB ($68.55) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1