Cordasco Financial Network’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12K | Hold |
10
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $11K | Hold |
10
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $10K | Hold |
10
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $11K | Hold |
10
| – | – | 0.01% | 376 |
|
|
2021
Q2 | $11K | Hold |
10
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $11K | Hold |
10
| – | – | 0.01% | 363 |
|
|
2020
Q4 | $10K | Hold |
10
| – | – | 0.01% | 325 |
|
|
2020
Q3 | $8K | Hold |
10
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $9K | Hold |
10
| – | – | 0.01% | 303 |
|
|
2020
Q1 | $9K | Hold |
10
| – | – | 0.01% | 271 |
|
|
2019
Q4 | $11K | Hold |
10
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $11K | Hold |
10
| – | – | 0.01% | 278 |
|
|
2019
Q2 | $10K | Hold |
10
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $9K | Hold |
10
| – | – | 0.01% | 322 |
|
|
2018
Q4 | $9K | Hold |
10
| – | – | 0.01% | 258 |
|
|
2018
Q3 | $9K | Hold |
10
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $9K | Buy |
+10
| New | +$9K | 0.01% | 254 |
|