Ameriprise’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 | $6.25M | Sell |
3,482
-50
| -1% | -$89.8K | ﹤0.01% | 2179 |
|
|
2025
Q1 | $6.8M | Buy |
3,532
+255
| +8% | +$491K | ﹤0.01% | 2061 |
|
|
2024
Q4 | $6.37M | Buy |
3,277
+198
| +6% | +$385K | ﹤0.01% | 2174 |
|
|
2024
Q3 | $5.22M | Sell |
3,079
-6
| -0.2% | -$10.2K | ﹤0.01% | 2346 |
|
|
2024
Q2 | $5.61M | Sell |
3,085
-545
| -15% | -$991K | ﹤0.01% | 2221 |
|
|
2024
Q1 | $6.51M | Sell |
3,630
-282
| -7% | -$506K | ﹤0.01% | 2161 |
|
|
2023
Q4 | $5.89M | Buy |
3,912
+395
| +11% | +$594K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $5.26M | Buy |
3,517
+81
| +2% | +$121K | ﹤0.01% | 2240 |
|
|
2023
Q2 | $4.77M | Sell |
3,436
-185
| -5% | -$257K | ﹤0.01% | 2376 |
|
|
2023
Q1 | $4.99M | Buy |
3,621
+231
| +7% | +$318K | ﹤0.01% | 2322 |
|
|
2022
Q4 | $4.8M | Buy |
3,390
+719
| +27% | +$1.02M | ﹤0.01% | 2328 |
|
|
2022
Q3 | $3.48M | Sell |
2,671
-755
| -22% | -$984K | ﹤0.01% | 2481 |
|
|
2022
Q2 | $4.27M | Sell |
3,426
-200
| -6% | -$249K | ﹤0.01% | 2393 |
|
|
2022
Q1 | $4.12M | Sell |
3,626
-8
| -0.2% | -$9.09K | ﹤0.01% | 2553 |
|
|
2021
Q4 | $3.68M | Buy |
3,634
+866
| +31% | +$878K | ﹤0.01% | 2671 |
|
|
2021
Q3 | $2.96M | Sell |
2,768
-4
| -0.1% | -$4.28K | ﹤0.01% | 2702 |
|
|
2021
Q2 | $3.18M | Sell |
2,772
-1,685
| -38% | -$1.94M | ﹤0.01% | 2717 |
|
|
2021
Q1 | $4.97M | Buy |
4,457
+189
| +4% | +$211K | ﹤0.01% | 2398 |
|
|
2020
Q4 | $4.27M | Buy |
4,268
+244
| +6% | +$244K | ﹤0.01% | 2377 |
|
|
2020
Q3 | $3.13M | Buy |
4,024
+1,396
| +53% | +$1.09M | ﹤0.01% | 2396 |
|
|
2020
Q2 | $2.33M | Sell |
2,628
-197
| -7% | -$175K | ﹤0.01% | 2524 |
|
|
2020
Q1 | $2.57M | Sell |
2,825
-37
| -1% | -$33.7K | ﹤0.01% | 2342 |
|
|
2019
Q4 | $3.19M | Sell |
2,862
-32
| -1% | -$35.7K | ﹤0.01% | 2487 |
|
|
2019
Q3 | $3.13M | Sell |
2,894
-118
| -4% | -$127K | ﹤0.01% | 2461 |
|
|
2019
Q2 | $3.08M | Sell |
3,012
-1,405
| -32% | -$1.43M | ﹤0.01% | 2516 |
|
|
2019
Q1 | $4.09M | Buy |
4,417
+914
| +26% | +$846K | ﹤0.01% | 2348 |
|
|
2018
Q4 | $3M | Sell |
3,503
-392
| -10% | -$336K | ﹤0.01% | 2441 |
|
|
2018
Q3 | $3.65M | Buy |
3,895
+50
| +1% | +$46.8K | ﹤0.01% | 2544 |
|
|
2018
Q2 | $3.48M | Buy |
3,845
+256
| +7% | +$232K | ﹤0.01% | 2472 |
|
|
2018
Q1 | $2.95M | Buy |
3,589
+203
| +6% | +$167K | ﹤0.01% | 2512 |
|
|
2017
Q4 | $2.88M | Buy |
3,386
+381
| +13% | +$324K | ﹤0.01% | 2463 |
|
|
2017
Q3 | $2.58M | Sell |
3,005
-1
| -0% | -$857 | ﹤0.01% | 2473 |
|
|
2017
Q2 | $2.61M | Sell |
3,006
-15,886
| -84% | -$13.8M | ﹤0.01% | 2476 |
|
|
2017
Q1 | $16.6M | Sell |
18,892
-941
| -5% | -$828K | 0.01% | 1140 |
|
|
2016
Q4 | $16.6M | Buy |
19,833
+1,976
| +11% | +$1.65M | 0.01% | 1118 |
|
|
2016
Q3 | $14.8M | Sell |
17,857
-1,802
| -9% | -$1.5M | 0.01% | 1119 |
|
|
2016
Q2 | $16.6M | Sell |
19,659
-2,836
| -13% | -$2.39M | 0.01% | 1027 |
|
|
2016
Q1 | $18.1M | Buy |
22,495
+226
| +1% | +$181K | 0.01% | 964 |
|
|
2015
Q4 | $16.2M | Sell |
22,269
-368
| -2% | -$267K | 0.01% | 1074 |
|
|
2015
Q3 | $16.9M | Sell |
22,637
-1,584
| -7% | -$1.18M | 0.01% | 1052 |
|
|
2015
Q2 | $15.9M | Sell |
24,221
-2,707
| -10% | -$1.77M | 0.01% | 1189 |
|
|
2015
Q1 | $18.4M | Sell |
26,928
-600
| -2% | -$411K | 0.01% | 1051 |
|
|
2014
Q4 | $17.3M | Sell |
27,528
-2,565
| -9% | -$1.62M | 0.01% | 1059 |
|
|
2014
Q3 | $19M | Sell |
30,093
-3,338
| -10% | -$2.1M | 0.01% | 999 |
|
|
2014
Q2 | $20.3M | Sell |
33,431
-54
| -0.2% | -$32.9K | 0.01% | 1012 |
|
|
2014
Q1 | $20.1M | Buy |
33,485
+1,129
| +3% | +$677K | 0.01% | 990 |
|
|
2013
Q4 | $19.5M | Sell |
32,356
-200
| -0.6% | -$121K | 0.01% | 1009 |
|
|
2013
Q3 | $18.5M | Buy |
32,556
+292
| +0.9% | +$166K | 0.01% | 1038 |
|
|
2013
Q2 | $18.5M | Buy |
+32,264
| New | +$18.5M | 0.01% | 1022 |
|