CIBC Private Wealth Group’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Sell |
25
-8
| -24% | -$14.4K | ﹤0.01% | 1709 |
|
|
2025
Q1 | $56.3K | Sell |
33
-1
| -3% | -$1.71K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $63.6K | Sell |
34
-5
| -13% | -$9.36K | ﹤0.01% | 1595 |
|
|
2024
Q3 | $66.2K | Hold |
39
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q2 | $67.9K | Buy |
39
+15
| +63% | +$26.1K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $42.5K | Buy |
+24
| New | +$42.5K | ﹤0.01% | 1738 |
|