American International Group’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
Q2 | – | Sell |
-20
| Closed | -$35.9K | – | 2753 |
|
|
2024
Q1 | $35.9K | Hold |
20
| – | – | ﹤0.01% | 2852 |
|
|
2023
Q4 | $30.1K | Sell |
20
-1
| -5% | -$1.51K | ﹤0.01% | 2913 |
|
|
2023
Q3 | $31.4K | Sell |
21
-1
| -5% | -$1.5K | ﹤0.01% | 2925 |
|
|
2023
Q2 | $30.6K | Sell |
22
-4
| -15% | -$5.56K | ﹤0.01% | 2974 |
|
|
2023
Q1 | $35.8K | Hold |
26
| – | – | ﹤0.01% | 2798 |
|
|
2022
Q4 | $36.8K | Sell |
26
-4
| -13% | -$5.66K | ﹤0.01% | 2828 |
|
|
2022
Q3 | $39K | Hold |
30
| – | – | ﹤0.01% | 2880 |
|
|
2022
Q2 | $37K | Sell |
30
-1
| -3% | -$1.23K | ﹤0.01% | 2937 |
|
|
2022
Q1 | $35K | Hold |
31
| – | – | ﹤0.01% | 2947 |
|
|
2021
Q4 | $31K | Sell |
31
-3
| -9% | -$3K | ﹤0.01% | 3054 |
|
|
2021
Q3 | $36K | Sell |
34
-4
| -11% | -$4.24K | ﹤0.01% | 3039 |
|
|
2021
Q2 | $44 | Buy |
38
+2
| +6% | +$2 | ﹤0.01% | 3015 |
|
|
2021
Q1 | $40 | Sell |
36
-3
| -8% | -$3 | ﹤0.01% | 3035 |
|
|
2020
Q4 | $39 | Hold |
39
| – | – | ﹤0.01% | 3010 |
|
|
2020
Q3 | $30K | Hold |
39
| – | – | ﹤0.01% | 3008 |
|
|
2020
Q2 | $35K | Sell |
39
-11
| -22% | -$9.87K | ﹤0.01% | 2984 |
|
|
2020
Q1 | $46K | Buy |
50
+2
| +4% | +$1.84K | ﹤0.01% | 2716 |
|
|
2019
Q4 | $54K | Sell |
48
-2
| -4% | -$2.25K | ﹤0.01% | 2861 |
|
|
2019
Q3 | $54K | Hold |
50
| – | – | ﹤0.01% | 2879 |
|
|
2019
Q2 | $51K | Sell |
50
-3
| -6% | -$3.06K | ﹤0.01% | 2938 |
|
|
2019
Q1 | $49K | Sell |
53
-2
| -4% | -$1.85K | ﹤0.01% | 2882 |
|
|
2018
Q4 | $47K | Hold |
55
| – | – | ﹤0.01% | 2903 |
|
|
2018
Q3 | $51K | Sell |
55
-2
| -4% | -$1.86K | ﹤0.01% | 3058 |
|
|
2018
Q2 | $52K | Sell |
57
-17
| -23% | -$15.5K | ﹤0.01% | 2981 |
|
|
2018
Q1 | $61K | Hold |
74
| – | – | ﹤0.01% | 2854 |
|
|
2017
Q4 | $63K | Buy |
+74
| New | +$63K | ﹤0.01% | 2896 |
|
|
2017
Q3 | – | Sell |
-94
| Closed | -$82K | – | 2993 |
|
|
2017
Q2 | $82K | Sell |
94
-17
| -15% | -$14.8K | ﹤0.01% | 2841 |
|
|
2017
Q1 | $98K | Sell |
111
-13
| -10% | -$11.5K | ﹤0.01% | 2606 |
|
|
2016
Q4 | $104K | Sell |
124
-21
| -14% | -$17.6K | ﹤0.01% | 2585 |
|
|
2016
Q3 | $120K | Sell |
145
-12
| -8% | -$9.96K | ﹤0.01% | 2500 |
|
|
2016
Q2 | $132K | Sell |
157
-44
| -22% | -$37K | ﹤0.01% | 2413 |
|
|
2016
Q1 | $161K | Hold |
201
| – | – | ﹤0.01% | 2981 |
|
|
2015
Q4 | $146K | Sell |
201
-10
| -5% | -$7.26K | ﹤0.01% | 3149 |
|
|
2015
Q3 | $158K | Sell |
211
-7
| -3% | -$5.24K | ﹤0.01% | 3047 |
|
|
2015
Q2 | $143K | Sell |
218
-1
| -0.5% | -$655 | ﹤0.01% | 3344 |
|
|
2015
Q1 | $150K | Buy |
219
+8
| +4% | +$5.48K | ﹤0.01% | 3217 |
|
|
2014
Q4 | $133K | Sell |
211
-1
| -0.5% | -$630 | ﹤0.01% | 3319 |
|
|
2014
Q3 | $134K | Sell |
212
-11
| -5% | -$6.93K | ﹤0.01% | 3302 |
|
|
2014
Q2 | $136K | Sell |
223
-15
| -6% | -$9.13K | ﹤0.01% | 3337 |
|
|
2014
Q1 | $143K | Buy |
238
+1
| +0.4% | +$600 | ﹤0.01% | 3146 |
|
|
2013
Q4 | $143K | Buy |
237
+1
| +0.4% | +$603 | ﹤0.01% | 3063 |
|
|
2013
Q3 | $134K | Buy |
236
+47
| +25% | +$26.7K | ﹤0.01% | 3083 |
|
|
2013
Q2 | $109K | Buy |
+189
| New | +$109K | ﹤0.01% | 3083 |
|