Number of Shares
845.00
Current Holdings Value*
$66,400.00
% of Portfolio
0.04%
Total Estimate Gain
$23,615.55
% of Total Estimate Gain
40.70%

CRITERION CAPITAL ADVISORS, LLC's WR Berkley Corp Holding Summary

As of 2024-12-31, CRITERION CAPITAL ADVISORS, LLC held 845.00 shares of WR Berkley Corp(WRB), totaling $66,400.00. This investment constitutes 0.04% of their stock portfolio, and CRITERION CAPITAL ADVISORS, LLC now holds 0% of the outstanding WR Berkley Corp(WRB) stock.

The initial trade took place in 2023Q4. And since then CRITERION CAPITAL ADVISORS, LLC has made 1 purchases of WRB, at an average price of $45.78, for a total of 1,267.50 shares. In addition, there have been 1 sales at an average price of $56.15 for 422.50 shares. Based on historical transaction data and WRB's current price of $68.54, CRITERION CAPITAL ADVISORS, LLC's estimated gain on his WRB holdings is $23,615.55, reflecting a 40.70% gain to date.

CRITERION CAPITAL ADVISORS, LLC WRB ($68.54) Holding Chart

CRITERION CAPITAL ADVISORS, LLC WRB ($68.54) 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 %

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