Carson Wealth (CWM LLC)’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Buy |
31
+8
| +35% | +$14.5K | ﹤0.01% | 3194 |
|
|
2025
Q1 | $44K | Sell |
23
-10
| -30% | -$19.1K | ﹤0.01% | 3085 |
|
|
2024
Q4 | $64K | Buy |
33
+7
| +27% | +$13.6K | ﹤0.01% | 2611 |
|
|
2024
Q3 | $44K | Buy |
26
+2
| +8% | +$3.39K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $44K | Sell |
24
-3
| -11% | -$5.5K | ﹤0.01% | 2566 |
|
|
2024
Q1 | $48K | Buy |
27
+14
| +108% | +$24.9K | ﹤0.01% | 2320 |
|
|
2023
Q4 | $20K | Sell |
13
-4
| -24% | -$6.15K | ﹤0.01% | 2782 |
|
|
2023
Q3 | $25K | Hold |
17
| – | – | ﹤0.01% | 2545 |
|
|
2023
Q2 | $24K | Buy |
17
+1
| +6% | +$1.41K | ﹤0.01% | 2523 |
|
|
2023
Q1 | $22K | Sell |
16
-6
| -27% | -$8.25K | ﹤0.01% | 2449 |
|
|
2022
Q4 | $31K | Buy |
22
+5
| +29% | +$7.05K | ﹤0.01% | 2065 |
|
|
2022
Q3 | $22K | Buy |
17
+1
| +6% | +$1.29K | ﹤0.01% | 2174 |
|
|
2022
Q2 | $20K | Buy |
16
+1
| +7% | +$1.25K | ﹤0.01% | 2125 |
|
|
2022
Q1 | $17K | Buy |
15
+7
| +88% | +$7.93K | ﹤0.01% | 2193 |
|
|
2021
Q4 | $8K | Buy |
+8
| New | +$8K | ﹤0.01% | 2498 |
|
|
2021
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2021
Q1 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q1 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2019
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2019
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2019
Q2 | $8K | Hold |
7
| – | – | ﹤0.01% | 2205 |
|
|
2019
Q1 | $8K | Buy |
+7
| New | +$8K | ﹤0.01% | 2205 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$1K | – | 2262 |
|
|
2018
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 1771 |
|
|
2018
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1616 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | -$2K | – | 1597 |
|
|
2017
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1316 |
|