B. Riley Wealth 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
Q2 | – | Sell |
-166
| Closed | -$248K | – | 1618 |
|
|
2024
Q1 | $248K | Buy |
+166
| New | +$248K | 0.01% | 1151 |
|
|
2023
Q4 | – | Sell |
-166
| Closed | -$248K | – | 1516 |
|
|
2023
Q3 | $248K | Buy |
+166
| New | +$248K | 0.01% | 1151 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1992 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 3750 |
|