Corient Private Wealth’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 | $3.05M | Buy |
1,698
+1,018
| +150% | +$1.83M | ﹤0.01% | 935 |
|
|
2025
Q1 | $1.31M | Buy |
680
+41
| +6% | +$79K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $1.24M | Sell |
639
-489
| -43% | -$951K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $1.91M | Buy |
1,128
+298
| +36% | +$505K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $1.51M | Sell |
830
-76
| -8% | -$138K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $1.63M | Sell |
906
-147
| -14% | -$264K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $1.58M | Sell |
1,053
-18
| -2% | -$27.1K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $1.6M | Sell |
1,071
-26
| -2% | -$38.9K | ﹤0.01% | 993 |
|
|
2023
Q2 | $1.52M | Buy |
1,097
+774
| +240% | +$1.08M | ﹤0.01% | 992 |
|
|
2023
Q1 | $445K | Buy |
323
+12
| +4% | +$16.5K | ﹤0.01% | 1428 |
|
|
2022
Q4 | $440K | Buy |
+311
| New | +$440K | ﹤0.01% | 1182 |
|