Adams Wealth Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-543
| Closed | -$677K | – | 86 |
|
|
2022
Q2 | $677K | Buy |
543
+84
| +18% | +$105K | 0.26% | 38 |
|
|
2022
Q1 | $522K | Buy |
459
+15
| +3% | +$17.1K | 0.17% | 51 |
|
|
2021
Q4 | $450K | Buy |
444
+128
| +41% | +$130K | 0.13% | 60 |
|
|
2021
Q3 | $338K | Buy |
316
+17
| +6% | +$18.2K | 0.13% | 56 |
|
|
2021
Q2 | $343K | Buy |
299
+13
| +5% | +$14.9K | 0.15% | 57 |
|
|
2021
Q1 | $319K | Buy |
286
+25
| +10% | +$27.9K | 0.15% | 58 |
|
|
2020
Q4 | $261K | Sell |
261
-2
| -0.8% | -$2K | 0.16% | 54 |
|
|
2020
Q3 | $205K | Buy |
263
+4
| +2% | +$3.12K | 0.16% | 58 |
|
|
2020
Q2 | $230K | Buy |
+259
| New | +$230K | 0.24% | 65 |
|