Analytic Investors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $4.67M | Buy |
5,621
+5,035
| +859% | +$4.18M | 0.05% | 199 |
|
|
2016
Q2 | $493K | Buy |
+586
| New | +$493K | 0.01% | 480 |
|
|
2015
Q4 | – | Sell |
-15,787
| Closed | -$11.8M | – | 684 |
|
|
2015
Q3 | $11.8M | Sell |
15,787
-2,650
| -14% | -$1.98M | 0.16% | 133 |
|
|
2015
Q2 | $12.1M | Buy |
18,437
+7,375
| +67% | +$4.83M | 0.17% | 117 |
|
|
2015
Q1 | $7.57M | Buy |
11,062
+3,606
| +48% | +$2.47M | 0.1% | 146 |
|
|
2014
Q4 | $4.7M | Buy |
7,456
+6,803
| +1,042% | +$4.29M | 0.07% | 174 |
|
|
2014
Q3 | $411K | Sell |
653
-1,406
| -68% | -$885K | 0.01% | 478 |
|
|
2014
Q2 | $1.25M | Sell |
2,059
-1,597
| -44% | -$972K | 0.02% | 293 |
|
|
2014
Q1 | $2.19M | Buy |
+3,656
| New | +$2.19M | 0.03% | 269 |
|