Concourse Financial Group Securities’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
Q1 | – | Sell |
-3
| Closed | -$5.61K | – | 8438 |
|
|
2024
Q4 | $5.61K | Sell |
3
-5
| -63% | -$9.35K | ﹤0.01% | 1852 |
|
|
2024
Q3 | $13.6K | Hold |
8
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q2 | $14.5K | Buy |
8
+1
| +14% | +$1.82K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $12.6K | Sell |
7
-1
| -13% | -$1.79K | ﹤0.01% | 1635 |
|
|
2023
Q4 | $12K | Hold |
8
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q3 | $12K | Sell |
8
-2
| -20% | -$2.99K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $13.9K | Hold |
10
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q1 | $13.8K | Buy |
10
+1
| +11% | +$1.38K | ﹤0.01% | 1576 |
|
|
2022
Q4 | $12.7K | Buy |
+9
| New | +$12.7K | ﹤0.01% | 1579 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$12K | – | 7640 |
|
|
2022
Q2 | $12K | Buy |
10
+1
| +11% | +$1.2K | ﹤0.01% | 1616 |
|
|
2022
Q1 | $10K | Sell |
9
-7
| -44% | -$7.78K | ﹤0.01% | 1698 |
|
|
2021
Q4 | $16K | Sell |
16
-3
| -16% | -$3K | ﹤0.01% | 1728 |
|
|
2021
Q3 | $20K | Hold |
19
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q2 | $22K | Sell |
19
-2
| -10% | -$2.32K | ﹤0.01% | 1618 |
|
|
2021
Q1 | $23K | Buy |
21
+3
| +17% | +$3.29K | ﹤0.01% | 1523 |
|
|
2020
Q4 | $18K | Sell |
18
-3
| -14% | -$3K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $16K | Buy |
+21
| New | +$16K | ﹤0.01% | 1432 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5982 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5902 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5817 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5658 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5689 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5590 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5499 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5334 |
|