Contravisory Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-167
| Closed | -$251K | – | 397 |
|
|
2023
Q4 | $251K | Hold |
167
| – | – | 0.06% | 185 |
|
|
2023
Q3 | $250K | Buy |
167
+2
| +1% | +$2.99K | 0.07% | 173 |
|
|
2023
Q2 | $229K | Hold |
165
| – | – | 0.06% | 192 |
|
|
2023
Q1 | $227K | Buy |
+165
| New | +$227K | 0.06% | 192 |
|
|
2017
Q4 | – | Sell |
-225
| Closed | -$193K | – | 534 |
|
|
2017
Q3 | $193K | Buy |
+225
| New | +$193K | 0.07% | 149 |
|
|
2017
Q2 | – | Sell |
-223
| Closed | -$196K | – | 267 |
|
|
2017
Q1 | $196K | Hold |
223
| – | – | 0.07% | 116 |
|
|
2016
Q4 | $186K | Hold |
223
| – | – | 0.06% | 76 |
|
|
2016
Q3 | $185K | Hold |
223
| – | – | 0.06% | 60 |
|
|
2016
Q2 | $188K | Hold |
223
| – | – | 0.06% | 61 |
|
|
2016
Q1 | $179K | Sell |
223
-61
| -21% | -$49K | 0.05% | 63 |
|
|
2015
Q4 | $206K | Hold |
284
| – | – | 0.05% | 68 |
|
|
2015
Q3 | $212K | Buy |
+284
| New | +$212K | 0.05% | 63 |
|