Columbia Asset Management’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 | $224K | Hold |
125
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $241K | Hold |
125
| – | – | 0.05% | 154 |
|
|
2024
Q4 | $243K | Buy |
+125
| New | +$243K | 0.04% | 153 |
|
|
2020
Q1 | – | Sell |
-184
| Closed | -$2.05K | – | 173 |
|
|
2019
Q4 | $2.05K | Buy |
+184
| New | +$2.05K | 0.05% | 168 |
|
|
2019
Q2 | – | Sell |
-184
| Closed | -$170K | – | 217 |
|
|
2019
Q1 | $170K | Hold |
184
| – | – | 0.05% | 173 |
|
|
2018
Q4 | $158K | Hold |
184
| – | – | 0.05% | 170 |
|
|
2018
Q3 | $172K | Buy |
+184
| New | +$172K | 0.04% | 182 |
|
|
2017
Q1 | – | Sell |
-184
| Closed | -$154K | – | 215 |
|
|
2016
Q4 | $154K | Buy |
+184
| New | +$154K | 0.05% | 184 |
|