Bank of Montreal’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $722K | Hold |
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|
2025
Q2 | $776K | Buy |
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|
2025
Q1 | $801K | Hold |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $795K | Hold |
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|
2024
Q1 | $790K | Sell |
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|
2023
Q4 | $652K | Hold |
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|
2023
Q3 | $688K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $568 | Sell |
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|
2022
Q2 | $685 | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $509K | Sell |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $946K | Sell |
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|
2019
Q1 | $923K | Buy |
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|
2018
Q4 | $599K | Sell |
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|
2018
Q3 | $794K | Buy |
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|
2018
Q2 | $763K | Sell |
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|
2018
Q1 | $749K | Sell |
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|
2017
Q4 | $967K | Buy |
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|
2017
Q3 | $892K | Buy |
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|
2017
Q2 | $838K | Sell |
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|
2017
Q1 | $1.86M | Sell |
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|
2016
Q4 | $3.28M | Buy |
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|
2016
Q3 | $2.26M | Sell |
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|
2016
Q2 | $2.3M | Buy |
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|
2016
Q1 | $625K | Sell |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $1.78M | Sell |
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|
2015
Q2 | $2.65M | Buy |
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|
2015
Q1 | $2.7M | Buy |
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|
2014
Q4 | $2.03M | Buy |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $1.83M | Buy |
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|
2014
Q1 | $1.73M | Sell |
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|
2013
Q4 | $1.82M | Sell |
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|
2013
Q3 | $1.74M | Sell |
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|
2013
Q2 | $1.79M | Buy |
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