Bank of Nova Scotia’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 | $352K | Buy |
196
+41
| +26% | +$73.6K | ﹤0.01% | 888 |
|
|
2025
Q1 | $299K | Sell |
155
-27
| -15% | -$52K | ﹤0.01% | 866 |
|
|
2024
Q4 | $354K | Sell |
182
-32
| -15% | -$62.2K | ﹤0.01% | 873 |
|
|
2024
Q3 | $363K | Buy |
214
+8
| +4% | +$13.6K | ﹤0.01% | 885 |
|
|
2024
Q2 | $374K | Buy |
206
+14
| +7% | +$25.4K | ﹤0.01% | 864 |
|
|
2024
Q1 | $345K | Sell |
192
-62
| -24% | -$111K | ﹤0.01% | 892 |
|
|
2023
Q4 | $382K | Sell |
254
-26
| -9% | -$39.1K | ﹤0.01% | 895 |
|
|
2023
Q3 | $419K | Sell |
280
-26
| -8% | -$38.9K | ﹤0.01% | 849 |
|
|
2023
Q2 | $425K | Buy |
306
+46
| +18% | +$63.9K | ﹤0.01% | 852 |
|
|
2023
Q1 | $358K | Buy |
260
+24
| +10% | +$33.1K | ﹤0.01% | 932 |
|
|
2022
Q4 | $334K | Sell |
236
-349
| -60% | -$494K | ﹤0.01% | 978 |
|
|
2022
Q3 | $762K | Sell |
585
-181
| -24% | -$236K | ﹤0.01% | 857 |
|
|
2022
Q2 | $955K | Buy |
766
+110
| +17% | +$137K | ﹤0.01% | 842 |
|
|
2022
Q1 | $745K | Sell |
656
-260
| -28% | -$295K | ﹤0.01% | 961 |
|
|
2021
Q4 | $929K | Sell |
916
-1,547
| -63% | -$1.57M | ﹤0.01% | 977 |
|
|
2021
Q3 | $2.63M | Sell |
2,463
-2,328
| -49% | -$2.49M | ﹤0.01% | 758 |
|
|
2021
Q2 | $5.5M | Sell |
4,791
-4,329
| -47% | -$4.97M | 0.01% | 550 |
|
|
2021
Q1 | $10.2M | Buy |
9,120
+8,579
| +1,586% | +$9.56M | 0.02% | 393 |
|
|
2020
Q4 | $541K | Sell |
541
-90
| -14% | -$90K | ﹤0.01% | 856 |
|
|
2020
Q3 | $492K | Buy |
631
+105
| +20% | +$81.9K | ﹤0.01% | 858 |
|
|
2020
Q2 | $467K | Buy |
+526
| New | +$467K | ﹤0.01% | 775 |
|