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CreativeOne Wealth’s White Mountains Insurance WTM Stock Holding History

CreativeOne Wealth’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$266K Hold
148
– – 0.01% 967
2025
Q1 		$285K Hold
148
– – 0.01% 885
2024
Q4 		$288K Hold
148
– – 0.01% 897
2024
Q3 		$251K Sell
148
-180
-55% -$305K 0.01% 832
2024
Q2 		$596K Buy
+328
New +$596K 0.03% 436