BOK Financial’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-238
| Closed | -$337K | – | 1261 |
|
|
2022
Q4 | $337K | Sell |
238
-12
| -5% | -$17K | 0.01% | 745 |
|
|
2022
Q3 | $325K | Sell |
250
-22
| -8% | -$28.6K | 0.01% | 742 |
|
|
2022
Q2 | $339K | Sell |
272
-19
| -7% | -$23.7K | 0.01% | 745 |
|
|
2022
Q1 | $331K | Sell |
291
-6
| -2% | -$6.83K | 0.01% | 821 |
|
|
2021
Q4 | $301K | Hold |
297
| – | – | ﹤0.01% | 827 |
|
|
2021
Q3 | $318K | Buy |
+297
| New | +$318K | 0.01% | 798 |
|
|
2021
Q1 | $284K | Sell |
255
-30
| -11% | -$33.4K | 0.01% | 796 |
|
|
2020
Q4 | $285K | Buy |
+285
| New | +$285K | 0.01% | 782 |
|