Allworth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3K | Buy |
28
+3
| +12% | +$5.39K | ﹤0.01% | 1930 |
|
|
2025
Q1 | $44.3K | Hold |
25
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q4 | $46.7K | Hold |
25
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q3 | $42.4K | Hold |
25
| – | – | ﹤0.01% | 1482 |
|
|
2024
Q2 | $43.1K | Buy |
25
+9
| +56% | +$15.5K | ﹤0.01% | 1444 |
|
|
2024
Q1 | $28.7K | Sell |
16
-1
| -6% | -$1.79K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $25.6K | Buy |
+17
| New | +$25.6K | ﹤0.01% | 1512 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | -$1K | – | 3220 |
|
|
2022
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 2546 |
|