AGP
Autumn Glory Partners’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
1,080
| – | – | 0.91% | 29 |
|
|
2025
Q1 | $2.08M | Hold |
1,080
| – | – | 1.03% | 26 |
|
|
2024
Q4 | $2.1M | Sell |
1,080
-1,080
| -50% | -$2.1M | 1.03% | 27 |
|
|
2024
Q3 | $3.66M | Buy |
2,160
+1,080
| +100% | +$1.83M | 1.41% | 13 |
|
|
2024
Q2 | $1.96M | Hold |
1,080
| – | – | 1% | 32 |
|
|
2024
Q1 | $1.94M | Hold |
1,080
| – | – | 0.95% | 32 |
|
|
2023
Q4 | $1.69M | Hold |
1,080
| – | – | 0.96% | 32 |
|
|
2023
Q3 | $1.62M | Hold |
1,080
| – | – | 0.99% | 35 |
|
|
2023
Q2 | $1.5M | Sell |
1,080
-960
| -47% | -$1.33M | 1.1% | 30 |
|
|
2023
Q1 | $2.81M | Buy |
2,040
+50
| +3% | +$68.9K | 2.4% | 7 |
|
|
2022
Q4 | $2.81M | Buy |
1,990
+995
| +100% | +$1.41M | 1.5% | 14 |
|
|
2022
Q3 | $1.3M | Hold |
995
| – | – | 0.87% | 37 |
|
|
2022
Q2 | $1.24M | Sell |
995
-995
| -50% | -$1.24M | 0.92% | 31 |
|
|
2022
Q1 | $2.26M | Buy |
1,990
+995
| +100% | +$1.13M | 1.31% | 17 |
|
|
2021
Q4 | $1.01M | Buy |
+995
| New | +$1.01M | 0.42% | 65 |
|