Capital Advisors Ltd’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 | $22K | Hold |
12
| – | – | ﹤0.01% | 610 |
|
|
2025
Q1 | $23K | Hold |
12
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $23K | Hold |
12
| – | – | ﹤0.01% | 602 |
|
|
2024
Q3 | $20K | Sell |
12
-5
| -29% | -$8.33K | ﹤0.01% | 617 |
|
|
2024
Q2 | $31K | Buy |
17
+5
| +42% | +$9.12K | ﹤0.01% | 527 |
|
|
2024
Q1 | $22K | Buy |
12
+2
| +20% | +$3.67K | ﹤0.01% | 574 |
|
|
2023
Q4 | $15K | Hold |
10
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $15K | Hold |
10
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $14K | Hold |
10
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $14K | Buy |
10
+1
| +11% | +$1.4K | ﹤0.01% | 510 |
|
|
2022
Q4 | $13K | Hold |
9
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $12K | Hold |
9
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $11K | Hold |
9
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $10K | Hold |
9
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $9K | Buy |
+9
| New | +$9K | ﹤0.01% | 531 |
|