Connable Office Inc’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 | $232K | Sell |
129
-21
| -14% | -$37.7K | 0.02% | 205 |
|
|
2025
Q1 | $289K | Sell |
150
-31
| -17% | -$59.7K | 0.03% | 180 |
|
|
2024
Q4 | $352K | Hold |
181
| – | – | 0.04% | 174 |
|
|
2024
Q3 | $307K | Sell |
181
-9
| -5% | -$15.3K | 0.03% | 191 |
|
|
2024
Q2 | $345K | Hold |
190
| – | – | 0.04% | 177 |
|
|
2024
Q1 | $341K | Sell |
190
-12
| -6% | -$21.5K | 0.04% | 173 |
|
|
2023
Q4 | $304K | Hold |
202
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $302K | Sell |
202
-14
| -6% | -$20.9K | 0.04% | 155 |
|
|
2023
Q2 | $300K | Hold |
216
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $298K | Sell |
216
-21
| -9% | -$28.9K | 0.04% | 170 |
|
|
2022
Q4 | $335K | Buy |
237
+5
| +2% | +$7.07K | 0.05% | 161 |
|
|
2022
Q3 | $302K | Hold |
232
| – | – | 0.05% | 158 |
|
|
2022
Q2 | $289K | Hold |
232
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $264K | Hold |
232
| – | – | 0.04% | 186 |
|
|
2021
Q4 | $235K | Buy |
232
+21
| +10% | +$21.3K | 0.03% | 210 |
|
|
2021
Q3 | $226K | Buy |
+211
| New | +$226K | 0.03% | 197 |
|
|
2018
Q2 | – | Sell |
-256
| Closed | -$211K | – | 180 |
|
|
2018
Q1 | $211K | Buy |
256
+9
| +4% | +$7.42K | 0.04% | 158 |
|
|
2017
Q4 | $210K | Hold |
247
| – | – | 0.04% | 163 |
|
|
2017
Q3 | $212K | Hold |
247
| – | – | 0.04% | 156 |
|
|
2017
Q2 | $215K | Hold |
247
| – | – | 0.05% | 154 |
|
|
2017
Q1 | $217K | Sell |
247
-229
| -48% | -$201K | 0.05% | 160 |
|
|
2016
Q4 | $398K | Sell |
476
-84
| -15% | -$70.2K | 0.09% | 122 |
|
|
2016
Q3 | $465K | Buy |
560
+280
| +100% | +$233K | 0.11% | 111 |
|
|
2016
Q2 | $236K | Hold |
280
| – | – | 0.07% | 150 |
|
|
2016
Q1 | $225K | Buy |
+280
| New | +$225K | 0.06% | 147 |
|
|
2015
Q4 | – | Sell |
-524
| Closed | -$392K | – | 229 |
|
|
2015
Q3 | $392K | Sell |
524
-33
| -6% | -$24.7K | 0.12% | 99 |
|
|
2015
Q2 | $365K | Buy |
557
+12
| +2% | +$7.86K | 0.1% | 110 |
|
|
2015
Q1 | $373K | Buy |
545
+7
| +1% | +$4.79K | 0.1% | 111 |
|
|
2014
Q4 | $339K | Hold |
538
| – | – | 0.09% | 114 |
|
|
2014
Q3 | $339K | Buy |
538
+26
| +5% | +$16.4K | 0.09% | 114 |
|
|
2014
Q2 | $312K | Sell |
512
-21
| -4% | -$12.8K | 0.08% | 131 |
|
|
2014
Q1 | $320K | Buy |
533
+185
| +53% | +$111K | 0.09% | 132 |
|
|
2013
Q4 | $210K | Sell |
348
-180
| -34% | -$109K | 0.06% | 211 |
|
|
2013
Q3 | $300K | Hold |
528
| – | – | 0.08% | 172 |
|
|
2013
Q2 | $304K | Buy |
+528
| New | +$304K | 0.09% | 154 |
|