CM Wealth 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 Q2	–	Sell	-136	Closed	-$253K	–	185
2024 Q1	$253K	Buy	+136	New	+$253K	0.07%	149
2023 Q3	–	Sell	-149	Closed	-$229K	–	179
2023 Q2	$229K	Sell	149 -1,441	-91%	-$2.22M	0.08%	145
2023 Q1	$2.35M	Buy	+1,590	New	+$2.35M	0.45%	38