Empirical Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-451
| Closed | -$621K | – | 514 |
|
|
2023
Q1 | $621K | Sell |
451
-5
| -1% | -$6.89K | 0.03% | 295 |
|
|
2022
Q4 | $645K | Sell |
456
-63
| -12% | -$89.1K | 0.03% | 270 |
|
|
2022
Q3 | $676K | Hold |
519
| – | – | 0.04% | 250 |
|
|
2022
Q2 | $647K | Buy |
519
+7
| +1% | +$8.73K | 0.03% | 261 |
|
|
2022
Q1 | $582K | Hold |
512
| – | – | 0.03% | 300 |
|
|
2021
Q4 | $519K | Buy |
+512
| New | +$519K | 0.03% | 337 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$200K | – | 419 |
|
|
2020
Q4 | $200K | Buy |
+200
| New | +$200K | 0.02% | 342 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$223K | – | 352 |
|
|
2019
Q4 | $223K | Hold |
200
| – | – | 0.02% | 294 |
|
|
2019
Q3 | $216K | Hold |
200
| – | – | 0.03% | 265 |
|
|
2019
Q2 | $204K | Buy |
+200
| New | +$204K | 0.03% | 248 |
|