Blue Trust Inc’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 | $138K | Sell |
77
-8
| -9% | -$14.4K | ﹤0.01% | 909 |
|
|
2025
Q1 | $164K | Buy |
85
+24
| +39% | +$46.2K | ﹤0.01% | 785 |
|
|
2024
Q4 | $119K | Sell |
61
-33
| -35% | -$64.2K | ﹤0.01% | 867 |
|
|
2024
Q3 | $171K | Buy |
94
+41
| +77% | +$74.5K | ﹤0.01% | 944 |
|
|
2024
Q2 | $95.1K | Buy |
53
+22
| +71% | +$39.5K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $55.6K | Buy |
31
+2
| +7% | +$3.59K | ﹤0.01% | 878 |
|
|
2023
Q4 | $43K | Buy |
29
+8
| +38% | +$11.9K | ﹤0.01% | 997 |
|
|
2023
Q3 | $29K | Buy |
21
+8
| +62% | +$11K | ﹤0.01% | 1054 |
|
|
2023
Q2 | $18K | Sell |
13
-106
| -89% | -$147K | ﹤0.01% | 1097 |
|
|
2023
Q1 | $168K | Buy |
119
+46
| +63% | +$64.9K | ﹤0.01% | 599 |
|
|
2022
Q4 | $95K | Buy |
73
+28
| +62% | +$36.4K | ﹤0.01% | 691 |
|
|
2022
Q3 | $56K | Buy |
45
+4
| +10% | +$4.98K | ﹤0.01% | 714 |
|
|
2022
Q2 | $47K | Buy |
+41
| New | +$47K | ﹤0.01% | 704 |
|