Capital World Investors’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 |
-33,000
| Closed | -$36.8M | – | 558 |
|
|
2019
Q4 | $36.8M | Hold |
33,000
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $35.6M | Hold |
33,000
| – | – | 0.01% | 364 |
|
|
2019
Q2 | $33.7M | Hold |
33,000
| – | – | 0.01% | 381 |
|
|
2019
Q1 | $30.5M | Hold |
33,000
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $28.3M | Hold |
33,000
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $30.9M | Sell |
33,000
-18,800
| -36% | -$17.6M | 0.01% | 424 |
|
|
2018
Q2 | $47M | Hold |
51,800
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $42.6M | Buy |
51,800
+2,500
| +5% | +$2.06M | 0.01% | 366 |
|
|
2017
Q4 | $42M | Buy |
+49,300
| New | +$42M | 0.01% | 369 |
|