Eaton Vance Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.93M | Buy |
1,480
+10
| +0.7% | +$13K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $1.83M | Sell |
1,470
-1
| -0.1% | -$1.25K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $1.67M | Buy |
1,471
+1
| +0.1% | +$1.14K | ﹤0.01% | 1236 |
|
|
2021
Q4 | $1.49M | Sell |
1,470
-5
| -0.3% | -$5.07K | ﹤0.01% | 1094 |
|
|
2021
Q3 | $1.58M | Sell |
1,475
-7
| -0.5% | -$7.49K | ﹤0.01% | 984 |
|
|
2021
Q2 | $1.7M | Sell |
1,482
-1
| -0.1% | -$1.15K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $1.65M | Buy |
1,483
+12
| +0.8% | +$13.4K | ﹤0.01% | 1019 |
|
|
2020
Q4 | $1.47M | Hold |
1,471
| – | – | ﹤0.01% | 989 |
|
|
2020
Q3 | $1.15M | Hold |
1,471
| – | – | ﹤0.01% | 958 |
|
|
2020
Q2 | $1.31M | Sell |
1,471
-2
| -0.1% | -$1.78K | ﹤0.01% | 904 |
|
|
2020
Q1 | $1.34M | Hold |
1,473
| – | – | ﹤0.01% | 844 |
|
|
2019
Q4 | $1.64M | Buy |
1,473
+3
| +0.2% | +$3.35K | ﹤0.01% | 874 |
|
|
2019
Q3 | $1.59M | Hold |
1,470
| – | – | ﹤0.01% | 852 |
|
|
2019
Q2 | $1.5M | Buy |
1,470
+620
| +73% | +$633K | ﹤0.01% | 862 |
|
|
2019
Q1 | $787K | Hold |
850
| – | – | ﹤0.01% | 967 |
|
|
2018
Q4 | $729K | Hold |
850
| – | – | ﹤0.01% | 932 |
|
|
2018
Q3 | $795K | Hold |
850
| – | – | ﹤0.01% | 957 |
|
|
2018
Q2 | $771K | Sell |
850
-850
| -50% | -$771K | ﹤0.01% | 936 |
|
|
2018
Q1 | $1.4M | Buy |
1,700
+850
| +100% | +$699K | ﹤0.01% | 922 |
|
|
2017
Q4 | $724K | Buy |
+850
| New | +$724K | ﹤0.01% | 901 |
|