Bogle Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$558K | – | 355 |
|
|
2019
Q4 | $558K | Buy |
+500
| New | +$558K | 0.05% | 213 |
|
|
2019
Q1 | – | Sell |
-941
| Closed | -$807K | – | 395 |
|
|
2018
Q4 | $807K | Sell |
941
-4,146
| -82% | -$3.56M | 0.06% | 240 |
|
|
2018
Q3 | $4.76M | Buy |
+5,087
| New | +$4.76M | 0.34% | 97 |
|
|
2017
Q2 | – | Sell |
-11,314
| Closed | -$9.95M | – | 380 |
|
|
2017
Q1 | $9.95M | Buy |
+11,314
| New | +$9.95M | 0.69% | 66 |
|