AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-383
| Closed | -$612K | – | 2005 |
|
|
2023
Q4 | $612K | Buy |
383
+8
| +2% | +$12.8K | ﹤0.01% | 1336 |
|
|
2023
Q3 | $561K | Hold |
375
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q2 | $521K | Hold |
375
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q1 | $517K | Hold |
375
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q4 | $530K | Hold |
375
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q3 | $489K | Buy |
+375
| New | +$489K | ﹤0.01% | 1274 |
|