Arax Advisory Partners’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 | $326K | Sell |
181
-1
| -0.5% | -$1.8K | 0.02% | 508 |
|
|
2025
Q1 | $351K | Buy |
182
+5
| +3% | +$9.65K | 0.02% | 383 |
|
|
2024
Q4 | $345K | Sell |
177
-2
| -1% | -$3.9K | 0.02% | 375 |
|
|
2024
Q3 | $304K | Buy |
179
+4
| +2% | +$6.8K | 0.03% | 276 |
|
|
2024
Q2 | $319K | Buy |
175
+9
| +5% | +$16.4K | 0.03% | 253 |
|
|
2024
Q1 | $299K | Sell |
166
-7
| -4% | -$12.6K | 0.03% | 245 |
|
|
2023
Q4 | $261K | Buy |
173
+2
| +1% | +$3.02K | 0.03% | 254 |
|
|
2023
Q3 | $256K | Buy |
171
+24
| +16% | +$36K | 0.03% | 225 |
|
|
2023
Q2 | $205K | Buy |
147
+27
| +23% | +$37.6K | 0.03% | 239 |
|
|
2023
Q1 | $166K | Buy |
120
+4
| +3% | +$5.53K | 0.02% | 266 |
|
|
2022
Q4 | $165K | Buy |
116
+2
| +2% | +$2.84K | 0.02% | 253 |
|
|
2022
Q3 | $149K | Buy |
114
+5
| +5% | +$6.54K | 0.02% | 248 |
|
|
2022
Q2 | $136K | Buy |
109
+4
| +4% | +$4.99K | 0.02% | 268 |
|
|
2022
Q1 | $120K | Sell |
105
-2
| -2% | -$2.29K | 0.02% | 316 |
|
|
2021
Q4 | $109K | Buy |
107
+1
| +0.9% | +$1.02K | 0.01% | 331 |
|
|
2021
Q3 | $114K | Buy |
106
+7
| +7% | +$7.53K | 0.02% | 304 |
|
|
2021
Q2 | $114K | Buy |
+99
| New | +$114K | 0.02% | 314 |
|
|
2020
Q4 | $87K | Buy |
87
+7
| +9% | +$7K | 0.01% | 314 |
|
|
2020
Q3 | $62K | Buy |
80
+29
| +57% | +$22.5K | 0.01% | 345 |
|
|
2020
Q2 | $45K | Hold |
51
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $47K | Sell |
51
-3
| -6% | -$2.77K | 0.01% | 355 |
|
|
2019
Q4 | $60K | Hold |
54
| – | – | 0.02% | 313 |
|
|
2019
Q3 | $59K | Hold |
54
| – | – | 0.02% | 311 |
|
|
2019
Q2 | $55K | Buy |
+54
| New | +$55K | 0.02% | 311 |
|
|
2018
Q4 | $52K | Hold |
60
| – | – | 0.02% | 266 |
|
|
2018
Q3 | $56K | Sell |
60
-6
| -9% | -$5.6K | 0.02% | 271 |
|
|
2018
Q2 | $60K | Sell |
66
-2
| -3% | -$1.82K | 0.03% | 204 |
|
|
2018
Q1 | $56K | Sell |
68
-4
| -6% | -$3.29K | 0.03% | 195 |
|
|
2017
Q4 | $61K | Buy |
72
+2
| +3% | +$1.69K | 0.03% | 197 |
|
|
2017
Q3 | $60K | Hold |
70
| – | – | 0.03% | 198 |
|
|
2017
Q2 | $61K | Hold |
70
| – | – | 0.03% | 209 |
|
|
2017
Q1 | $61K | Hold |
70
| – | – | 0.03% | 181 |
|
|
2016
Q4 | $59K | Buy |
+70
| New | +$59K | 0.03% | 153 |
|