Atlas Capital Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$14.5K | – | 965 |
|
|
2024
Q2 | $14.5K | Hold |
8
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $14.4K | Hold |
8
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $12K | Hold |
8
| – | – | ﹤0.01% | 729 |
|
|
2023
Q3 | $12K | Hold |
8
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $11.1K | Buy |
+8
| New | +$11.1K | ﹤0.01% | 729 |
|