Empower Advisory Group’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
Q1 | – | Sell |
-151
| Closed | -$294K | – | 520 |
|
|
2024
Q4 | $294K | Hold |
151
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $256K | Hold |
151
| – | – | ﹤0.01% | 431 |
|
|
2024
Q2 | $274K | Hold |
151
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $271K | Hold |
151
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $227K | Hold |
151
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $226K | Hold |
151
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $210K | Hold |
151
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $208K | Buy |
+151
| New | +$208K | ﹤0.01% | 467 |
|