Credit Suisse’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.24M | Buy |
4,593
+93
| +2% | +$167K | 0.01% | 1013 |
|
|
2023
Q4 | $6.77M | Buy |
4,500
+130
| +3% | +$196K | 0.01% | 1147 |
|
|
2023
Q3 | $6.54M | Sell |
4,370
-25
| -0.6% | -$37.4K | 0.01% | 1108 |
|
|
2023
Q2 | $6.1M | Buy |
4,395
+420
| +11% | +$583K | 0.01% | 1197 |
|
|
2023
Q1 | $5.48M | Buy |
3,975
+109
| +3% | +$150K | 0.01% | 1231 |
|
|
2022
Q4 | $5.47M | Sell |
3,866
-295
| -7% | -$417K | 0.01% | 1234 |
|
|
2022
Q3 | $5.42M | Buy |
4,161
+24
| +0.6% | +$31.3K | 0.01% | 1199 |
|
|
2022
Q2 | $5.16M | Sell |
4,137
-623
| -13% | -$776K | 0.01% | 1252 |
|
|
2022
Q1 | $5.41M | Buy |
4,760
+560
| +13% | +$636K | ﹤0.01% | 1385 |
|
|
2021
Q4 | $4.26M | Sell |
4,200
-524
| -11% | -$531K | ﹤0.01% | 1616 |
|
|
2021
Q3 | $5.05M | Sell |
4,724
-34
| -0.7% | -$36.4K | ﹤0.01% | 1530 |
|
|
2021
Q2 | $5.46M | Sell |
4,758
-838
| -15% | -$962K | ﹤0.01% | 1483 |
|
|
2021
Q1 | $6.24M | Buy |
5,596
+528
| +10% | +$589K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $5.07M | Buy |
5,068
+1,512
| +43% | +$1.51M | ﹤0.01% | 1513 |
|
|
2020
Q3 | $2.77M | Sell |
3,556
-251
| -7% | -$196K | ﹤0.01% | 1612 |
|
|
2020
Q2 | $3.38M | Buy |
3,807
+622
| +20% | +$552K | ﹤0.01% | 1521 |
|
|
2020
Q1 | $2.9M | Sell |
3,185
-1,743
| -35% | -$1.59M | ﹤0.01% | 1447 |
|
|
2019
Q4 | $5.5M | Buy |
4,928
+1,142
| +30% | +$1.27M | ﹤0.01% | 1366 |
|
|
2019
Q3 | $4.09M | Buy |
3,786
+140
| +4% | +$151K | ﹤0.01% | 1475 |
|
|
2019
Q2 | $3.72M | Sell |
3,646
-569
| -13% | -$581K | ﹤0.01% | 1529 |
|
|
2019
Q1 | $3.9M | Sell |
4,215
-1,020
| -19% | -$944K | ﹤0.01% | 1505 |
|
|
2018
Q4 | $4.49M | Buy |
5,235
+636
| +14% | +$545K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $4.3M | Sell |
4,599
-118
| -3% | -$110K | ﹤0.01% | 1473 |
|
|
2018
Q2 | $4.28M | Sell |
4,717
-1,669
| -26% | -$1.51M | ﹤0.01% | 1529 |
|
|
2018
Q1 | $5.25M | Buy |
6,386
+2,251
| +54% | +$1.85M | ﹤0.01% | 1403 |
|
|
2017
Q4 | $3.52M | Buy |
4,135
+1,275
| +45% | +$1.09M | ﹤0.01% | 1664 |
|
|
2017
Q3 | $2.45M | Buy |
2,860
+37
| +1% | +$31.7K | ﹤0.01% | 1980 |
|
|
2017
Q2 | $2.45M | Sell |
2,823
-167
| -6% | -$145K | ﹤0.01% | 1783 |
|
|
2017
Q1 | $2.63M | Sell |
2,990
-1,176
| -28% | -$1.03M | ﹤0.01% | 1852 |
|
|
2016
Q4 | $3.48M | Buy |
4,166
+690
| +20% | +$577K | ﹤0.01% | 1688 |
|
|
2016
Q3 | $2.88M | Buy |
3,476
+317
| +10% | +$263K | ﹤0.01% | 1850 |
|
|
2016
Q2 | $2.66M | Buy |
3,159
+195
| +7% | +$164K | ﹤0.01% | 1882 |
|
|
2016
Q1 | $2.38M | Sell |
2,964
-2,756
| -48% | -$2.21M | ﹤0.01% | 1847 |
|
|
2015
Q4 | $4.16M | Buy |
5,720
+2,512
| +78% | +$1.83M | ﹤0.01% | 1594 |
|
|
2015
Q3 | $2.4M | Buy |
3,208
+330
| +11% | +$247K | ﹤0.01% | 1968 |
|
|
2015
Q2 | $1.89M | Buy |
2,878
+115
| +4% | +$75.3K | ﹤0.01% | 2373 |
|
|
2015
Q1 | $1.89M | Sell |
2,763
-1,097
| -28% | -$751K | ﹤0.01% | 2205 |
|
|
2014
Q4 | $2.43M | Buy |
3,860
+480
| +14% | +$302K | ﹤0.01% | 2087 |
|
|
2014
Q3 | $2.13M | Buy |
3,380
+448
| +15% | +$282K | ﹤0.01% | 2115 |
|
|
2014
Q2 | $1.78M | Sell |
2,932
-158
| -5% | -$96.1K | ﹤0.01% | 2455 |
|
|
2014
Q1 | $1.85M | Sell |
3,090
-654
| -17% | -$392K | ﹤0.01% | 2265 |
|
|
2013
Q4 | $2.26M | Buy |
3,744
+206
| +6% | +$124K | ﹤0.01% | 2204 |
|
|
2013
Q3 | $2.01M | Sell |
3,538
-2,474
| -41% | -$1.4M | ﹤0.01% | 2041 |
|
|
2013
Q2 | $3.46M | Buy |
+6,012
| New | +$3.46M | ﹤0.01% | 1590 |
|