American Capital Advisory’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 | $641K | Hold |
357
| – | – | 0.32% | 55 |
|
|
2025
Q1 | $688K | Hold |
357
| – | – | 0.37% | 52 |
|
|
2024
Q4 | $694K | Sell |
357
-33
| -8% | -$64.2K | 0.38% | 54 |
|
|
2024
Q3 | $662K | Hold |
390
| – | – | 0.38% | 54 |
|
|
2024
Q2 | $587K | Hold |
390
| – | – | 0.42% | 50 |
|
|
2024
Q1 | $537K | Hold |
390
| – | – | 0.47% | 55 |
|
|
2023
Q4 | $587K | Buy |
+390
| New | +$587K | 0.42% | 50 |
|