DIA
Dean Investment Associates’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,058
| Closed | -$1.92M | – | 224 |
|
|
2024
Q2 | $1.92M | Sell |
1,058
-1,548
| -59% | -$2.81M | 0.27% | 155 |
|
|
2024
Q1 | $4.68M | Sell |
2,606
-20
| -0.8% | -$35.9K | 0.64% | 56 |
|
|
2023
Q4 | $3.95M | Buy |
2,626
+544
| +26% | +$819K | 0.56% | 72 |
|
|
2023
Q3 | $3.11M | Buy |
2,082
+239
| +13% | +$357K | 0.51% | 76 |
|
|
2023
Q2 | $2.56M | Buy |
1,843
+1,199
| +186% | +$1.67M | 0.42% | 89 |
|
|
2023
Q1 | $887K | Sell |
644
-92
| -13% | -$127K | 0.14% | 183 |
|
|
2022
Q4 | $1.04M | Sell |
736
-1,614
| -69% | -$2.28M | 0.18% | 178 |
|
|
2022
Q3 | $3.06M | Buy |
2,350
+108
| +5% | +$141K | 0.62% | 58 |
|
|
2022
Q2 | $2.79M | Sell |
2,242
-54
| -2% | -$67.3K | 0.54% | 66 |
|
|
2022
Q1 | $2.61M | Sell |
2,296
-72
| -3% | -$81.8K | 0.47% | 83 |
|
|
2021
Q4 | $2.4M | Buy |
2,368
+1,176
| +99% | +$1.19M | 0.42% | 90 |
|
|
2021
Q3 | $1.28M | Buy |
+1,192
| New | +$1.28M | 0.24% | 178 |
|
|
2020
Q2 | – | Sell |
-1,315
| Closed | -$1.2M | – | 244 |
|
|
2020
Q1 | $1.2M | Sell |
1,315
-1,507
| -53% | -$1.37M | 0.26% | 147 |
|
|
2019
Q4 | $3.15M | Sell |
2,822
-759
| -21% | -$847K | 0.49% | 93 |
|
|
2019
Q3 | $3.87M | Sell |
3,581
-340
| -9% | -$367K | 0.57% | 73 |
|
|
2019
Q2 | $4.01M | Sell |
3,921
-2,605
| -40% | -$2.66M | 0.58% | 79 |
|
|
2019
Q1 | $6.04M | Sell |
6,526
-425
| -6% | -$393K | 0.88% | 25 |
|
|
2018
Q4 | $5.96M | Sell |
6,951
-265
| -4% | -$227K | 0.95% | 28 |
|
|
2018
Q3 | $6.75M | Buy |
7,216
+2,326
| +48% | +$2.18M | 0.94% | 22 |
|
|
2018
Q2 | $4.43M | Buy |
+4,890
| New | +$4.43M | 0.65% | 65 |
|