Aegis Financial’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,597
| Closed | -$2.36M | – | 43 |
|
|
2015
Q2 | $2.36M | Hold |
3,597
| – | – | 1.28% | 26 |
|
|
2015
Q1 | $2.46M | Hold |
3,597
| – | – | 1.41% | 29 |
|
|
2014
Q4 | $2.27M | Hold |
3,597
| – | – | 1.19% | 33 |
|
|
2014
Q3 | $2.27M | Hold |
3,597
| – | – | 0.96% | 37 |
|
|
2014
Q2 | $2.19M | Sell |
3,597
-4,573
| -56% | -$2.78M | 0.71% | 40 |
|
|
2014
Q1 | $4.9M | Sell |
8,170
-551
| -6% | -$331K | 1.52% | 28 |
|
|
2013
Q4 | $5.26M | Hold |
8,721
| – | – | 1.51% | 26 |
|
|
2013
Q3 | $4.95M | Sell |
8,721
-296
| -3% | -$168K | 1.51% | 28 |
|
|
2013
Q2 | $5.18M | Buy |
+9,017
| New | +$5.18M | 1.79% | 24 |
|