Buckingham Strategic Wealth’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.31M Buy
721
+165
+30% +$300K 0.01% 293
2024
Q1
$998K Buy
+556
New +$998K 0.01% 336
2020
Q4
Sell
-273
Closed -$213K 583
2020
Q3
$213K Buy
+273
New +$213K 0.02% 444