Advisor Group’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $447K | Sell |
401
-493
| -55% | -$550K | ﹤0.01% | 1749 |
|
|
2019
Q3 | $965K | Buy |
894
+79
| +10% | +$85.3K | 0.01% | 1161 |
|
|
2019
Q2 | $832K | Buy |
815
+459
| +129% | +$469K | 0.01% | 1247 |
|
|
2019
Q1 | $331K | Sell |
356
-143
| -29% | -$133K | ﹤0.01% | 1892 |
|
|
2018
Q4 | $429K | Buy |
499
+109
| +28% | +$93.7K | ﹤0.01% | 1519 |
|
|
2018
Q3 | $366K | Buy |
390
+117
| +43% | +$110K | ﹤0.01% | 1702 |
|
|
2018
Q2 | $248K | Sell |
273
-59
| -18% | -$53.6K | ﹤0.01% | 1816 |
|
|
2018
Q1 | $273K | Buy |
332
+34
| +11% | +$28K | ﹤0.01% | 1757 |
|
|
2017
Q4 | $254K | Buy |
298
+5
| +2% | +$4.26K | ﹤0.01% | 1807 |
|
|
2017
Q3 | $251K | Sell |
293
-21
| -7% | -$18K | ﹤0.01% | 1671 |
|
|
2017
Q2 | $273K | Buy |
314
+196
| +166% | +$170K | ﹤0.01% | 1547 |
|
|
2017
Q1 | $105K | Buy |
118
+1
| +0.9% | +$890 | ﹤0.01% | 2127 |
|
|
2016
Q4 | $98K | Sell |
117
-9
| -7% | -$7.54K | ﹤0.01% | 2081 |
|
|
2016
Q3 | $106K | Buy |
126
+24
| +24% | +$20.2K | ﹤0.01% | 1964 |
|
|
2016
Q2 | $85K | Buy |
+102
| New | +$85K | ﹤0.01% | 2038 |
|