Covestor’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 | $12K | Sell |
6
-117
| -95% | -$234K | 0.01% | 1497 |
|
|
2025
Q1 | $239K | Hold |
123
| – | – | 0.16% | 107 |
|
|
2024
Q4 | $241K | Hold |
123
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $209K | Buy |
123
+33
| +37% | +$56.1K | 0.13% | 153 |
|
|
2024
Q2 | $164K | Buy |
90
+84
| +1,400% | +$153K | 0.11% | 231 |
|
|
2024
Q1 | $11K | Hold |
6
| – | – | 0.01% | 1549 |
|
|
2023
Q4 | $10K | Hold |
6
| – | – | 0.01% | 1606 |
|
|
2023
Q3 | $9K | Hold |
6
| – | – | 0.01% | 1511 |
|
|
2023
Q2 | $9K | Hold |
6
| – | – | 0.01% | 1541 |
|
|
2023
Q1 | $9K | Hold |
6
| – | – | 0.01% | 1393 |
|
|
2022
Q4 | $9K | Buy |
+6
| New | +$9K | 0.01% | 1388 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2685 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2418 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2519 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2386 |
|