Creative Planning’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 | $5.1M | Buy |
2,842
+152
| +6% | +$273K | ﹤0.01% | 746 |
|
|
2025
Q1 | $5.18M | Buy |
2,690
+427
| +19% | +$822K | ﹤0.01% | 691 |
|
|
2024
Q4 | $4.4M | Sell |
2,263
-73
| -3% | -$142K | ﹤0.01% | 708 |
|
|
2024
Q3 | $3.96M | Sell |
2,336
-38
| -2% | -$64.5K | ﹤0.01% | 734 |
|
|
2024
Q2 | $4.31M | Buy |
2,374
+46
| +2% | +$83.6K | ﹤0.01% | 679 |
|
|
2024
Q1 | $4.18M | Buy |
2,328
+424
| +22% | +$761K | ﹤0.01% | 669 |
|
|
2023
Q4 | $2.87M | Sell |
1,904
-79
| -4% | -$119K | 0.01% | 759 |
|
|
2023
Q3 | $2.97M | Sell |
1,983
-21
| -1% | -$31.4K | ﹤0.01% | 696 |
|
|
2023
Q2 | $2.78M | Buy |
2,004
+63
| +3% | +$87.5K | ﹤0.01% | 694 |
|
|
2023
Q1 | $2.67M | Buy |
1,941
+197
| +11% | +$271K | ﹤0.01% | 684 |
|
|
2022
Q4 | $2.47M | Sell |
1,744
-168
| -9% | -$238K | ﹤0.01% | 680 |
|
|
2022
Q3 | $2.49M | Sell |
1,912
-8
| -0.4% | -$10.4K | ﹤0.01% | 617 |
|
|
2022
Q2 | $2.39M | Buy |
1,920
+51
| +3% | +$63.6K | ﹤0.01% | 658 |
|
|
2022
Q1 | $2.12M | Buy |
1,869
+227
| +14% | +$258K | ﹤0.01% | 699 |
|
|
2021
Q4 | $1.67M | Buy |
1,642
+8
| +0.5% | +$8.11K | ﹤0.01% | 748 |
|
|
2021
Q3 | $1.75M | Sell |
1,634
-3
| -0.2% | -$3.21K | ﹤0.01% | 726 |
|
|
2021
Q2 | $1.88M | Sell |
1,637
-77
| -4% | -$88.4K | ﹤0.01% | 705 |
|
|
2021
Q1 | $1.91M | Buy |
1,714
+221
| +15% | +$246K | ﹤0.01% | 746 |
|
|
2020
Q4 | $1.49M | Sell |
1,493
-185
| -11% | -$185K | ﹤0.01% | 770 |
|
|
2020
Q3 | $1.31M | Hold |
1,678
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $1.49M | Buy |
1,678
+131
| +8% | +$116K | ﹤0.01% | 592 |
|
|
2020
Q1 | $1.41M | Buy |
1,547
+248
| +19% | +$226K | 0.01% | 530 |
|
|
2019
Q4 | $1.45M | Hold |
1,299
| – | – | ﹤0.01% | 634 |
|
|
2019
Q3 | $1.4M | Sell |
1,299
-14
| -1% | -$15.1K | ﹤0.01% | 611 |
|
|
2019
Q2 | $1.34M | Sell |
1,313
-8
| -0.6% | -$8.17K | ﹤0.01% | 639 |
|
|
2019
Q1 | $1.22M | Buy |
1,321
+266
| +25% | +$246K | ﹤0.01% | 645 |
|
|
2018
Q4 | $905K | Buy |
1,055
+5
| +0.5% | +$4.29K | ﹤0.01% | 708 |
|
|
2018
Q3 | $982K | Hold |
1,050
| – | – | ﹤0.01% | 765 |
|
|
2018
Q2 | $952K | Sell |
1,050
-291
| -22% | -$264K | ﹤0.01% | 765 |
|
|
2018
Q1 | $1.1M | Buy |
1,341
+279
| +26% | +$229K | ﹤0.01% | 678 |
|
|
2017
Q4 | $904K | Sell |
1,062
-13
| -1% | -$11.1K | ﹤0.01% | 783 |
|
|
2017
Q3 | $921K | Sell |
1,075
-553
| -34% | -$474K | ﹤0.01% | 751 |
|
|
2017
Q2 | $1.41M | Hold |
1,628
| – | – | 0.01% | 548 |
|
|
2017
Q1 | $1.43M | Buy |
1,628
+281
| +21% | +$247K | 0.01% | 536 |
|
|
2016
Q4 | $1.13M | Hold |
1,347
| – | – | 0.01% | 583 |
|
|
2016
Q3 | $1.12M | Buy |
1,347
+7
| +0.5% | +$5.81K | 0.01% | 553 |
|
|
2016
Q2 | $1.13M | Buy |
1,340
+1,296
| +2,945% | +$1.09M | 0.01% | 487 |
|
|
2016
Q1 | $35K | Hold |
44
| – | – | ﹤0.01% | 2338 |
|
|
2015
Q4 | $32K | Hold |
44
| – | – | ﹤0.01% | 2461 |
|
|
2015
Q3 | $33K | Buy |
+44
| New | +$33K | ﹤0.01% | 2340 |
|
|
2015
Q2 | – | Sell |
-44
| Closed | -$30K | – | 2900 |
|
|
2015
Q1 | $30K | Hold |
44
| – | – | ﹤0.01% | 2394 |
|
|
2014
Q4 | $28K | Sell |
44
-101
| -70% | -$64.3K | ﹤0.01% | 2391 |
|
|
2014
Q3 | $91K | Sell |
145
-7
| -5% | -$4.39K | ﹤0.01% | 1531 |
|
|
2014
Q2 | $93K | Buy |
152
+108
| +245% | +$66.1K | ﹤0.01% | 1470 |
|
|
2014
Q1 | $26K | Hold |
44
| – | – | ﹤0.01% | 2206 |
|
|
2013
Q4 | $27K | Buy |
44
+42
| +2,100% | +$25.8K | ﹤0.01% | 2018 |
|
|
2013
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 3124 |
|
|
2013
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2984 |
|