Athena Investment Management’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 | $411K | Sell |
229
-2
| -0.9% | -$3.59K | 0.23% | 98 |
|
|
2025
Q1 | $445K | Hold |
231
| – | – | 0.27% | 86 |
|
|
2024
Q4 | $449K | Sell |
231
-1
| -0.4% | -$1.95K | 0.26% | 89 |
|
|
2024
Q3 | $394K | Hold |
232
| – | – | 0.22% | 106 |
|
|
2024
Q2 | $422K | Sell |
232
-2
| -0.9% | -$3.64K | 0.26% | 93 |
|
|
2024
Q1 | $420K | Hold |
234
| – | – | 0.25% | 96 |
|
|
2023
Q4 | $352K | Hold |
234
| – | – | 0.23% | 101 |
|
|
2023
Q3 | $350K | Hold |
234
| – | – | 0.25% | 95 |
|
|
2023
Q2 | $325K | Hold |
234
| – | – | 0.22% | 103 |
|
|
2023
Q1 | $322K | Hold |
234
| – | – | 0.23% | 103 |
|
|
2022
Q4 | $331K | Buy |
234
+6
| +3% | +$8.49K | 0.24% | 100 |
|
|
2022
Q3 | $297K | Buy |
228
+1
| +0.4% | +$1.3K | 0.25% | 95 |
|
|
2022
Q2 | $283K | Buy |
+227
| New | +$283K | 0.22% | 107 |
|