Nicholson Wealth Management Group, LLC WRB Holdings History
Nicholson Wealth Management Group, LLC's WR Berkley Corp Holding Summary
As of 2025-03-31, Nicholson Wealth Management Group, LLC held 3,829.00 shares of WR Berkley Corp(WRB), totaling $272,470.00. This investment constitutes 0.18% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2025Q1. And since then Nicholson Wealth Management Group, LLC has made 1 purchases of WRB, at an average price of $61.28, for a total of 3,829.00 shares. Based on historical transaction data and WRB's current price of $68.75, Nicholson Wealth Management Group, LLC's estimated gain on his WRB holdings is $28,602.63, reflecting a 12.19% gain to date.
Nicholson Wealth Management Group, LLC WRB ($68.75) Holding Chart
Nicholson Wealth Management Group, LLC WRB ($68.75) 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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