Centerpoint Advisors’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
Q4 | – | Sell |
-25
| Closed | -$42K | – | 492 |
|
|
2024
Q3 | $42K | Hold |
25
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $45K | Hold |
25
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $45K | Hold |
25
| – | – | 0.02% | 180 |
|
|
2023
Q4 | $38K | Hold |
25
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $37K | Hold |
25
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $35K | Hold |
25
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $34K | Hold |
25
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $35K | Hold |
25
| – | – | 0.02% | 168 |
|
|
2022
Q3 | $33K | Hold |
25
| – | – | 0.02% | 158 |
|
|
2022
Q2 | $31K | Hold |
25
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $28K | Hold |
25
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $25K | Hold |
25
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $27K | Hold |
25
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $29K | Hold |
25
| – | – | 0.01% | 156 |
|
|
2021
Q1 | $28K | Hold |
25
| – | – | 0.02% | 125 |
|
|
2020
Q4 | $25K | Hold |
25
| – | – | 0.02% | 125 |
|
|
2020
Q3 | $19K | Hold |
25
| – | – | 0.01% | 124 |
|
|
2020
Q2 | $22K | Hold |
25
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $23K | Hold |
25
| – | – | 0.02% | 110 |
|
|
2019
Q4 | $28K | Hold |
25
| – | – | 0.02% | 129 |
|
|
2019
Q3 | $27K | Hold |
25
| – | – | 0.02% | 118 |
|
|
2019
Q2 | $26K | Hold |
25
| – | – | 0.02% | 122 |
|
|
2019
Q1 | $23K | Hold |
25
| – | – | 0.02% | 127 |
|
|
2018
Q4 | $21K | Hold |
25
| – | – | 0.02% | 128 |
|
|
2018
Q3 | $23K | Hold |
25
| – | – | 0.02% | 127 |
|
|
2018
Q2 | $23K | Hold |
25
| – | – | 0.02% | 135 |
|
|
2018
Q1 | $21K | Hold |
25
| – | – | 0.02% | 132 |
|
|
2017
Q4 | $21K | Buy |
+25
| New | +$21K | 0.02% | 116 |
|