1IA
1834 Investment Advisors’s White Mountains Insurance WTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Hold |
1,176
| – | – | 0.27% | 81 |
|
2025
Q1 | $2.27M | Hold |
1,176
| – | – | 0.29% | 77 |
|
2024
Q4 | $2.29M | Hold |
1,176
| – | – | 0.29% | 79 |
|
2024
Q3 | $2M | Hold |
1,176
| – | – | 0.23% | 85 |
|
2024
Q2 | $2.14M | Hold |
1,176
| – | – | 0.26% | 84 |
|
2024
Q1 | $2.11M | Hold |
1,176
| – | – | 0.25% | 83 |
|
2023
Q4 | $1.77M | Hold |
1,176
| – | – | 0.21% | 90 |
|
2023
Q3 | $1.76M | Hold |
1,176
| – | – | 0.22% | 93 |
|
2023
Q2 | $1.63M | Hold |
1,176
| – | – | 0.19% | 95 |
|
2023
Q1 | $1.62M | Hold |
1,176
| – | – | 0.19% | 98 |
|
2022
Q4 | $1.66M | Hold |
1,176
| – | – | 0.24% | 80 |
|
2022
Q3 | $1.53M | Hold |
1,176
| – | – | 0.23% | 78 |
|
2022
Q2 | $1.47M | Hold |
1,176
| – | – | 0.21% | 80 |
|
2022
Q1 | $1.34M | Hold |
1,176
| – | – | 0.16% | 92 |
|
2021
Q4 | $1.19M | Hold |
1,176
| – | – | 0.13% | 96 |
|
2021
Q3 | $1.26M | Hold |
1,176
| – | – | 0.15% | 96 |
|
2021
Q2 | $1.35M | Hold |
1,176
| – | – | 0.16% | 94 |
|
2021
Q1 | $1.31M | Hold |
1,176
| – | – | 0.17% | 89 |
|
2020
Q4 | $1.18M | Hold |
1,176
| – | – | 0.16% | 87 |
|
2020
Q3 | $916K | Hold |
1,176
| – | – | 0.13% | 89 |
|
2020
Q2 | $1.04M | Hold |
1,176
| – | – | 0.17% | 83 |
|
2020
Q1 | $1.07M | Hold |
1,176
| – | – | 0.2% | 80 |
|
2019
Q4 | $1.31M | Sell |
1,176
-90
| -7% | -$100K | 0.2% | 82 |
|
2019
Q3 | $1.37M | Hold |
1,266
| – | – | 0.2% | 85 |
|
2019
Q2 | $1.29M | Hold |
1,266
| – | – | 0.19% | 82 |
|
2019
Q1 | $1.17M | Hold |
1,266
| – | – | 0.18% | 86 |
|
2018
Q4 | $1.09M | Hold |
1,266
| – | – | 0.18% | 89 |
|
2018
Q3 | $1.19M | Hold |
1,266
| – | – | 0.17% | 87 |
|
2018
Q2 | $1.15M | Hold |
1,266
| – | – | 0.18% | 87 |
|
2018
Q1 | $1.04M | Hold |
1,266
| – | – | 0.18% | 91 |
|
2017
Q4 | $1.08M | Buy |
+1,266
| New | +$1.08M | 0.17% | 99 |
|