Cetera Investment Advisers’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 | $469K | Buy |
261
+9
| +4% | +$16.2K | ﹤0.01% | 3015 |
|
|
2025
Q1 | $485K | Buy |
252
+9
| +4% | +$17.3K | ﹤0.01% | 2862 |
|
|
2024
Q4 | $473K | Sell |
243
-3
| -1% | -$5.84K | ﹤0.01% | 2725 |
|
|
2024
Q3 | $417K | Buy |
246
+67
| +37% | +$114K | ﹤0.01% | 2801 |
|
|
2024
Q2 | $325K | Buy |
179
+1
| +0.6% | +$1.82K | ﹤0.01% | 2958 |
|
|
2024
Q1 | $319K | Buy |
+178
| New | +$319K | ﹤0.01% | 2975 |
|