Clearstead 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
2025 Q2	$97K	Buy	54 +50	+1,250%	+$89.8K	﹤0.01%	1067
2025 Q1	$7.7K	Sell	4 -3	-43%	-$5.78K	﹤0.01%	1672
2024 Q4	$13.6K	Buy	7 +3	+75%	+$5.84K	﹤0.01%	1497
2024 Q3	$6.79K	Hold	4	–	–	﹤0.01%	1661
2024 Q2	$7.27K	Buy	+4	New	+$7.27K	﹤0.01%	1610