Benjamin F. Edwards & Company’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9
| Closed | -$10K | – | 1908 |
|
|
2022
Q1 | $10K | Hold |
9
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q3 | $10K | Hold |
9
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q2 | $10K | Hold |
9
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q1 | $10K | Sell |
9
-8
| -47% | -$8.89K | ﹤0.01% | 1374 |
|
|
2020
Q4 | $17K | Hold |
17
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q3 | $13K | Hold |
17
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $15K | Sell |
17
-18
| -51% | -$15.9K | ﹤0.01% | 1196 |
|
|
2020
Q1 | $32K | Hold |
35
| – | – | ﹤0.01% | 951 |
|
|
2019
Q4 | $39K | Hold |
35
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q3 | $38K | Sell |
35
-2
| -5% | -$2.17K | ﹤0.01% | 1007 |
|
|
2019
Q2 | $38K | Buy |
+37
| New | +$38K | ﹤0.01% | 982 |
|