Bartlett & Co Wealth Management’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 | $14.4K | Hold |
8
| – | – | ﹤0.01% | 867 |
|
|
2025
Q1 | $15.4K | Hold |
8
| – | – | ﹤0.01% | 856 |
|
|
2024
Q4 | $15.6K | Hold |
8
| – | – | ﹤0.01% | 849 |
|
|
2024
Q3 | $13.6K | Hold |
8
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $14.5K | Hold |
8
| – | – | ﹤0.01% | 867 |
|
|
2024
Q1 | $14.4K | Hold |
8
| – | – | ﹤0.01% | 870 |
|
|
2023
Q4 | $11.9K | Hold |
8
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $12K | Hold |
8
| – | – | ﹤0.01% | 905 |
|
|
2023
Q2 | $11.1K | Hold |
8
| – | – | ﹤0.01% | 910 |
|
|
2023
Q1 | $11K | Hold |
8
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $11.3K | Buy |
+8
| New | +$11.3K | ﹤0.01% | 810 |
|