Athena Investment Management’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
Q3 | $383K | Hold |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $283K | Buy |
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