Bank of Montreal’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 | $776K | Buy |
432
+16
| +4% | +$28.7K | ﹤0.01% | 1780 |
|
|
2025
Q1 | $801K | Hold |
416
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q4 | $809K | Sell |
416
-9
| -2% | -$17.5K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $723K | Sell |
425
-4
| -0.9% | -$6.8K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $795K | Hold |
429
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q1 | $790K | Sell |
429
-1
| -0.2% | -$1.84K | ﹤0.01% | 1886 |
|
|
2023
Q4 | $652K | Hold |
430
| – | – | ﹤0.01% | 1962 |
|
|
2023
Q3 | $688K | Sell |
430
-18
| -4% | -$28.8K | ﹤0.01% | 1910 |
|
|
2023
Q2 | $635K | Buy |
448
+14
| +3% | +$19.8K | ﹤0.01% | 2095 |
|
|
2023
Q1 | $668K | Buy |
434
+4
| +0.9% | +$6.16K | ﹤0.01% | 2062 |
|
|
2022
Q4 | $616K | Buy |
430
+18
| +4% | +$25.8K | ﹤0.01% | 2118 |
|
|
2022
Q3 | $568 | Sell |
412
-123
| -23% | -$170 | ﹤0.01% | 2136 |
|
|
2022
Q2 | $685 | Buy |
535
+110
| +26% | +$141 | ﹤0.01% | 2152 |
|
|
2022
Q1 | $470K | Sell |
425
-8
| -2% | -$8.85K | ﹤0.01% | 2458 |
|
|
2021
Q4 | $440K | Sell |
433
-6
| -1% | -$6.1K | ﹤0.01% | 2428 |
|
|
2021
Q3 | $489K | Sell |
439
-3
| -0.7% | -$3.34K | ﹤0.01% | 2714 |
|
|
2021
Q2 | $509K | Sell |
442
-123
| -22% | -$142K | ﹤0.01% | 2688 |
|
|
2021
Q1 | $651K | Sell |
565
-221
| -28% | -$255K | ﹤0.01% | 2167 |
|
|
2020
Q4 | $832K | Buy |
786
+80
| +11% | +$84.7K | ﹤0.01% | 2000 |
|
|
2020
Q3 | $594K | Buy |
706
+351
| +99% | +$295K | ﹤0.01% | 1928 |
|
|
2020
Q2 | $298K | Sell |
355
-9
| -2% | -$7.56K | ﹤0.01% | 2195 |
|
|
2020
Q1 | $347K | Sell |
364
-766
| -68% | -$730K | ﹤0.01% | 1902 |
|
|
2019
Q4 | $1.26M | Sell |
1,130
-4
| -0.4% | -$4.46K | ﹤0.01% | 1765 |
|
|
2019
Q3 | $1.22M | Buy |
1,134
+208
| +22% | +$225K | ﹤0.01% | 1659 |
|
|
2019
Q2 | $946K | Sell |
926
-71
| -7% | -$72.5K | ﹤0.01% | 1769 |
|
|
2019
Q1 | $923K | Buy |
997
+298
| +43% | +$276K | ﹤0.01% | 1769 |
|
|
2018
Q4 | $599K | Sell |
699
-150
| -18% | -$129K | ﹤0.01% | 1867 |
|
|
2018
Q3 | $794K | Buy |
849
+8
| +1% | +$7.48K | ﹤0.01% | 1902 |
|
|
2018
Q2 | $763K | Sell |
841
-70
| -8% | -$63.5K | ﹤0.01% | 1929 |
|
|
2018
Q1 | $749K | Sell |
911
-225
| -20% | -$185K | ﹤0.01% | 1901 |
|
|
2017
Q4 | $967K | Buy |
1,136
+94
| +9% | +$80K | ﹤0.01% | 1798 |
|
|
2017
Q3 | $892K | Buy |
1,042
+77
| +8% | +$65.9K | ﹤0.01% | 1884 |
|
|
2017
Q2 | $838K | Sell |
965
-1,144
| -54% | -$993K | ﹤0.01% | 1890 |
|
|
2017
Q1 | $1.86M | Sell |
2,109
-1,813
| -46% | -$1.6M | ﹤0.01% | 1466 |
|
|
2016
Q4 | $3.28M | Buy |
3,922
+1,196
| +44% | +$1M | ﹤0.01% | 1165 |
|
|
2016
Q3 | $2.26M | Sell |
2,726
-1
| -0% | -$830 | ﹤0.01% | 1333 |
|
|
2016
Q2 | $2.3M | Buy |
2,727
+1,949
| +251% | +$1.64M | ﹤0.01% | 1338 |
|
|
2016
Q1 | $625K | Sell |
778
-2,320
| -75% | -$1.86M | ﹤0.01% | 1804 |
|
|
2015
Q4 | $2.25M | Buy |
3,098
+715
| +30% | +$520K | ﹤0.01% | 1282 |
|
|
2015
Q3 | $1.78M | Sell |
2,383
-1,671
| -41% | -$1.25M | ﹤0.01% | 1240 |
|
|
2015
Q2 | $2.66M | Buy |
4,054
+116
| +3% | +$76K | ﹤0.01% | 1187 |
|
|
2015
Q1 | $2.7M | Buy |
3,938
+723
| +22% | +$495K | ﹤0.01% | 1156 |
|
|
2014
Q4 | $2.03M | Buy |
3,215
+165
| +5% | +$104K | ﹤0.01% | 1205 |
|
|
2014
Q3 | $1.92M | Buy |
3,050
+49
| +2% | +$30.9K | ﹤0.01% | 1228 |
|
|
2014
Q2 | $1.83M | Buy |
3,001
+117
| +4% | +$71.2K | ﹤0.01% | 1230 |
|
|
2014
Q1 | $1.73M | Sell |
2,884
-129
| -4% | -$77.4K | ﹤0.01% | 1112 |
|
|
2013
Q4 | $1.82M | Sell |
3,013
-46
| -2% | -$27.7K | ﹤0.01% | 1069 |
|
|
2013
Q3 | $1.74M | Sell |
3,059
-47
| -2% | -$26.7K | ﹤0.01% | 1038 |
|
|
2013
Q2 | $1.79M | Buy |
+3,106
| New | +$1.79M | ﹤0.01% | 979 |
|