Advisory Services Network’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$12K | – | 3683 |
|
|
2023
Q4 | $12K | Buy |
+8
| New | +$12K | ﹤0.01% | 2779 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$11K | – | 3681 |
|
|
2023
Q1 | $11K | Hold |
8
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q4 | $11.3K | Buy |
+8
| New | +$11.3K | ﹤0.01% | 2797 |
|
|
2021
Q3 | – | Sell |
-16
| Closed | -$18K | – | 3242 |
|
|
2021
Q2 | $18K | Buy |
+16
| New | +$18K | ﹤0.01% | 2554 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$34K | – | 3187 |
|
|
2020
Q4 | $34K | Buy |
34
+8
| +31% | +$8K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $20K | Buy |
+26
| New | +$20K | ﹤0.01% | 2095 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$7K | – | 2775 |
|
|
2020
Q1 | $7K | Sell |
8
-31
| -79% | -$27.1K | ﹤0.01% | 2380 |
|
|
2019
Q4 | $44K | Sell |
39
-8
| -17% | -$9.03K | ﹤0.01% | 1559 |
|
|
2019
Q3 | $48K | Hold |
47
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q2 | $48K | Buy |
47
+39
| +488% | +$39.8K | ﹤0.01% | 1386 |
|
|
2019
Q1 | $7K | Hold |
8
| – | – | ﹤0.01% | 2002 |
|
|
2018
Q4 | $7K | Hold |
8
| – | – | ﹤0.01% | 1919 |
|
|
2018
Q3 | $7K | Sell |
8
-37
| -82% | -$32.4K | ﹤0.01% | 1949 |
|
|
2018
Q2 | $41K | Sell |
45
-21
| -32% | -$19.1K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $54K | Sell |
66
-25
| -27% | -$20.5K | ﹤0.01% | 1283 |
|
|
2017
Q4 | $77K | Buy |
91
+65
| +250% | +$55K | 0.01% | 1075 |
|
|
2017
Q3 | $22K | Buy |
26
+2
| +8% | +$1.69K | ﹤0.01% | 1380 |
|
|
2017
Q2 | $21K | Hold |
24
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q1 | $21K | Buy |
+24
| New | +$21K | ﹤0.01% | 1243 |
|
|
2016
Q3 | $20K | Buy |
24
+4
| +20% | +$3.33K | ﹤0.01% | 1125 |
|
|
2016
Q2 | $17K | Hold |
20
| – | – | ﹤0.01% | 1060 |
|
|
2016
Q1 | $16K | Hold |
20
| – | – | ﹤0.01% | 960 |
|
|
2015
Q4 | $15K | Sell |
20
-2
| -9% | -$1.5K | ﹤0.01% | 854 |
|
|
2015
Q3 | $16K | Buy |
22
+4
| +22% | +$2.91K | ﹤0.01% | 800 |
|
|
2015
Q2 | $12K | Buy |
18
+8
| +80% | +$5.33K | ﹤0.01% | 844 |
|
|
2015
Q1 | $7K | Buy |
10
+3
| +43% | +$2.1K | ﹤0.01% | 923 |
|
|
2014
Q4 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 981 |
|
|
2014
Q1 | – | Sell |
-7
| Closed | -$4K | – | 820 |
|
|
2013
Q4 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 880 |
|