Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.22M | Hold |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $498K | Sell |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $2.67M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $4.39M | Sell |
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|
2019
Q3 | $4.28M | Sell |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $3.37M | Buy |
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|
2018
Q3 | $3.5M | Buy |
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