Aperio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.84M | Buy |
3,835
+461
| +14% | +$461K | 0.01% | 948 |
|
|
2020
Q3 | $2.63M | Sell |
3,374
-893
| -21% | -$696K | 0.01% | 991 |
|
|
2020
Q2 | $3.79M | Sell |
4,267
-5,200
| -55% | -$4.62M | 0.01% | 834 |
|
|
2020
Q1 | $8.62M | Buy |
9,467
+751
| +9% | +$683K | 0.04% | 463 |
|
|
2019
Q4 | $9.72M | Buy |
8,716
+1,210
| +16% | +$1.35M | 0.03% | 505 |
|
|
2019
Q3 | $8.11M | Buy |
7,506
+1,274
| +20% | +$1.38M | 0.03% | 545 |
|
|
2019
Q2 | $6.37M | Sell |
6,232
-2,312
| -27% | -$2.36M | 0.03% | 625 |
|
|
2019
Q1 | $7.91M | Sell |
8,544
-1,992
| -19% | -$1.84M | 0.03% | 534 |
|
|
2018
Q4 | $9.04M | Sell |
10,536
-6,441
| -38% | -$5.52M | 0.05% | 435 |
|
|
2018
Q3 | $15.9M | Buy |
16,977
+695
| +4% | +$650K | 0.07% | 314 |
|
|
2018
Q2 | $14.8M | Buy |
16,282
+5,163
| +46% | +$4.68M | 0.07% | 317 |
|
|
2018
Q1 | $9.15M | Buy |
11,119
+2,146
| +24% | +$1.77M | 0.05% | 448 |
|
|
2017
Q4 | $7.64M | Buy |
8,973
+81
| +0.9% | +$69K | 0.04% | 499 |
|
|
2017
Q3 | $7.62M | Buy |
8,892
+650
| +8% | +$557K | 0.04% | 466 |
|
|
2017
Q2 | $7.16M | Sell |
8,242
-1,087
| -12% | -$944K | 0.04% | 469 |
|
|
2017
Q1 | $8.21M | Buy |
9,329
+92
| +1% | +$80.9K | 0.06% | 393 |
|
|
2016
Q4 | $7.72M | Buy |
9,237
+354
| +4% | +$296K | 0.06% | 378 |
|
|
2016
Q3 | $7.37M | Buy |
8,883
+2,134
| +32% | +$1.77M | 0.05% | 409 |
|
|
2016
Q2 | $5.68M | Buy |
6,749
+1,073
| +19% | +$904K | 0.04% | 469 |
|
|
2016
Q1 | $4.56M | Buy |
5,676
+2
| +0% | +$1.61K | 0.04% | 510 |
|
|
2015
Q4 | $4.12M | Buy |
5,674
+981
| +21% | +$713K | 0.04% | 514 |
|
|
2015
Q3 | $3.51M | Buy |
4,693
+495
| +12% | +$370K | 0.04% | 550 |
|
|
2015
Q2 | $2.75M | Buy |
4,198
+708
| +20% | +$464K | 0.03% | 606 |
|
|
2015
Q1 | $2.39M | Sell |
3,490
-255
| -7% | -$175K | 0.03% | 616 |
|
|
2014
Q4 | $2.36M | Buy |
3,745
+413
| +12% | +$260K | 0.03% | 595 |
|
|
2014
Q3 | $2.1M | Buy |
3,332
+636
| +24% | +$401K | 0.03% | 596 |
|
|
2014
Q2 | $1.64M | Buy |
2,696
+384
| +17% | +$234K | 0.02% | 650 |
|
|
2014
Q1 | $1.39M | Buy |
+2,312
| New | +$1.39M | 0.02% | 846 |
|
|
2013
Q4 | – | Sell |
-1,675
| Closed | -$951K | – | 895 |
|
|
2013
Q3 | $951K | Buy |
1,675
+1,063
| +174% | +$604K | 0.02% | 860 |
|
|
2013
Q2 | $352K | Buy |
+612
| New | +$352K | 0.01% | 1190 |
|