Avantax Advisory Services’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 | $218K | Buy |
+121
| New | +$218K | ﹤0.01% | 2146 |
|
|
2025
Q1 | – | Sell |
-121
| Closed | -$236K | – | 2335 |
|
|
2024
Q4 | $236K | Sell |
121
-1
| -0.8% | -$1.95K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $207K | Buy |
122
+5
| +4% | +$8.5K | ﹤0.01% | 1988 |
|
|
2024
Q2 | $213K | Hold |
117
| – | – | ﹤0.01% | 1912 |
|
|
2024
Q1 | $210K | Buy |
+117
| New | +$210K | ﹤0.01% | 1515 |
|