Colonial Trust’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 | $110K | Hold |
61
| – | – | 0.02% | 418 |
|
|
2025
Q1 | $117K | Hold |
61
| – | – | 0.02% | 397 |
|
|
2024
Q4 | $119K | Hold |
61
| – | – | 0.02% | 423 |
|
|
2024
Q3 | $103K | Hold |
61
| – | – | 0.02% | 439 |
|
|
2024
Q2 | $111K | Hold |
61
| – | – | 0.02% | 389 |
|
|
2024
Q1 | $109K | Hold |
61
| – | – | 0.02% | 383 |
|
|
2023
Q4 | $91.8K | Hold |
61
| – | – | 0.02% | 411 |
|
|
2023
Q3 | $91.2K | Hold |
61
| – | – | 0.02% | 375 |
|
|
2023
Q2 | $84.7K | Hold |
61
| – | – | 0.02% | 388 |
|
|
2023
Q1 | $84K | Hold |
61
| – | – | 0.02% | 370 |
|
|
2022
Q4 | $86.3K | Buy |
+61
| New | +$86.3K | 0.02% | 335 |
|