Edgestream Partners’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 | $14M | Buy |
7,809
+4,269
| +121% | +$7.67M | 0.39% | 15 |
|
|
2025
Q1 | $6.82M | Buy |
+3,540
| New | +$6.82M | 0.23% | 133 |
|
|
2024
Q4 | – | Sell |
-4,472
| Closed | -$7.59M | – | 1127 |
|
|
2024
Q3 | $7.59M | Buy |
+4,472
| New | +$7.59M | 0.33% | 38 |
|
|
2024
Q1 | – | Sell |
-1,810
| Closed | -$2.72M | – | 1044 |
|
|
2023
Q4 | $2.72M | Buy |
1,810
+1,421
| +365% | +$2.14M | 0.2% | 165 |
|
|
2023
Q3 | $582K | Sell |
389
-133
| -25% | -$199K | 0.05% | 555 |
|
|
2023
Q2 | $725K | Buy |
+522
| New | +$725K | 0.07% | 445 |
|