Ellsworth Advisors’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-318
Closed -$442K 194
2023
Q2
$442K Buy
318
+11
+4% +$15.3K 0.15% 109
2023
Q1
$423K Buy
307
+8
+3% +$11K 0.15% 111
2022
Q4
$428K Sell
299
-3
-1% -$4.29K 0.16% 102
2022
Q3
$394K Buy
+302
New +$394K 0.17% 91