Arax Advisory Partners’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $165K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $136K | Buy |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $114K | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $60K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $55K | Buy |
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|
2018
Q4 | $52K | Hold |
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|
2018
Q3 | $56K | Sell |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $56K | Sell |
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|
2017
Q4 | $61K | Buy |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $61K | Hold |
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|
2016
Q4 | $59K | Buy |
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