AMG National Trust Bank’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 | $1.03M | Buy |
575
+1
| +0.2% | +$1.8K | 0.03% | 288 |
|
|
2025
Q1 | $1.11M | Buy |
574
+2
| +0.3% | +$3.85K | 0.03% | 275 |
|
|
2024
Q4 | $1.1M | Buy |
572
+7
| +1% | +$13.5K | 0.03% | 267 |
|
|
2024
Q3 | $958K | Hold |
565
| – | – | 0.03% | 295 |
|
|
2024
Q2 | $1.03M | Sell |
565
-3
| -0.5% | -$5.45K | 0.03% | 289 |
|
|
2024
Q1 | $1.02M | Sell |
568
-1
| -0.2% | -$1.79K | 0.03% | 293 |
|
|
2023
Q4 | $856K | Sell |
569
-6
| -1% | -$9.03K | 0.03% | 293 |
|
|
2023
Q3 | $860K | Sell |
575
-258
| -31% | -$386K | 0.03% | 288 |
|
|
2023
Q2 | $1.16M | Sell |
833
-124
| -13% | -$172K | 0.04% | 253 |
|
|
2023
Q1 | $1.32M | Sell |
957
-153
| -14% | -$211K | 0.05% | 235 |
|
|
2022
Q4 | $1.57M | Buy |
1,110
+13
| +1% | +$18.4K | 0.06% | 199 |
|
|
2022
Q3 | $1.43M | Buy |
1,097
+16
| +1% | +$20.8K | 0.05% | 206 |
|
|
2022
Q2 | $1.35M | Sell |
1,081
-19
| -2% | -$23.7K | 0.05% | 216 |
|
|
2022
Q1 | $1.25M | Buy |
1,100
+129
| +13% | +$147K | 0.04% | 230 |
|
|
2021
Q4 | $985K | Hold |
971
| – | – | 0.03% | 279 |
|
|
2021
Q3 | $1.04M | Buy |
971
+369
| +61% | +$395K | 0.03% | 265 |
|
|
2021
Q2 | $691K | Buy |
602
+1
| +0.2% | +$1.15K | 0.02% | 322 |
|
|
2021
Q1 | $670K | Buy |
601
+10
| +2% | +$11.1K | 0.02% | 318 |
|
|
2020
Q4 | $591K | Sell |
591
-17
| -3% | -$17K | 0.02% | 327 |
|
|
2020
Q3 | $474K | Sell |
608
-13
| -2% | -$10.1K | 0.02% | 324 |
|
|
2020
Q2 | $551K | Sell |
621
-34
| -5% | -$30.2K | 0.02% | 309 |
|
|
2020
Q1 | $596K | Sell |
655
-478
| -42% | -$435K | 0.04% | 161 |
|
|
2019
Q4 | $1.26M | Buy |
1,133
+6
| +0.5% | +$6.69K | 0.07% | 126 |
|
|
2019
Q3 | $1.22M | Buy |
1,127
+44
| +4% | +$47.5K | 0.07% | 120 |
|
|
2019
Q2 | $1.11M | Sell |
1,083
-9
| -0.8% | -$9.19K | 0.07% | 130 |
|
|
2019
Q1 | $1.01M | Sell |
1,092
-38
| -3% | -$35.2K | 0.06% | 135 |
|
|
2018
Q4 | $970K | Buy |
+1,130
| New | +$970K | 0.07% | 133 |
|