Baldwin Wealth Partners’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 Q4	–	Sell	-100	Closed	-$170K	–	1048
2024 Q3	$170K	Hold	100	–	–	0.01%	353
2024 Q2	$182K	Hold	100	–	–	0.01%	211
2024 Q1	$179K	Hold	100	–	–	0.01%	220
2023 Q4	$151K	Hold	100	–	–	0.01%	235
2023 Q3	$150K	Hold	100	–	–	0.01%	250
2023 Q2	$139K	Hold	100	–	–	0.01%	277
2023 Q1	$138K	Hold	100	–	–	0.01%	281
2022 Q4	$141K	Hold	100	–	–	0.01%	274
2022 Q3	$130K	Hold	100	–	–	0.02%	211
2022 Q2	$125K	Hold	100	–	–	0.02%	233
2022 Q1	$114K	Hold	100	–	–	0.01%	258
2021 Q4	$101K	Hold	100	–	–	0.01%	265
2021 Q3	$107K	Hold	100	–	–	0.01%	254
2021 Q2	$115K	Hold	100	–	–	0.01%	253
2021 Q1	$111K	Hold	100	–	–	0.01%	249
2020 Q4	$100K	Hold	100	–	–	0.01%	245
2020 Q3	$78K	Hold	100	–	–	0.01%	250
2020 Q2	$89K	Hold	100	–	–	0.01%	234
2020 Q1	$91K	Hold	100	–	–	0.02%	209
2019 Q4	$112K	Hold	100	–	–	0.02%	225
2019 Q3	$108K	Hold	100	–	–	0.02%	220
2019 Q2	$102K	Hold	100	–	–	0.02%	241
2019 Q1	$93K	Hold	100	–	–	0.01%	249
2018 Q4	$86K	Hold	100	–	–	0.01%	244
2018 Q3	$94K	Hold	100	–	–	0.01%	257
2018 Q2	$91K	Hold	100	–	–	0.01%	263
2018 Q1	$82K	Hold	100	–	–	0.01%	253
2017 Q4	$85K	Hold	100	–	–	0.01%	258
2017 Q3	$86K	Hold	100	–	–	0.01%	247
2017 Q2	$87K	Hold	100	–	–	0.01%	250
2017 Q1	$88K	Hold	100	–	–	0.01%	250
2016 Q4	$84K	Hold	100	–	–	0.02%	247
2016 Q3	$83K	Hold	100	–	–	0.02%	256
2016 Q2	$84K	Hold	100	–	–	0.02%	226
2016 Q1	$80K	Buy	+100	New	+$80K	0.01%	258