Axa’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-600
| Closed | -$689K | – | 1334 |
|
|
2021
Q2 | $689K | Sell |
600
-300
| -33% | -$345K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $1M | Buy |
+900
| New | +$1M | ﹤0.01% | 977 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$234K | – | 1357 |
|
|
2020
Q3 | $234K | Buy |
+300
| New | +$234K | ﹤0.01% | 1137 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$364K | – | 1300 |
|
|
2020
Q1 | $364K | Hold |
400
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q4 | $446K | Hold |
400
| – | – | ﹤0.01% | 1015 |
|
|
2019
Q3 | $432K | Buy |
+400
| New | +$432K | ﹤0.01% | 1121 |
|
|
2018
Q2 | – | Sell |
-1,400
| Closed | -$1.15M | – | 1419 |
|
|
2018
Q1 | $1.15M | Buy |
+1,400
| New | +$1.15M | ﹤0.01% | 974 |
|