Envestnet Portfolio Solutions’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 | $587K | Buy |
327
+40
| +14% | +$71.8K | ﹤0.01% | 1025 |
|
|
2025
Q1 | $553K | Sell |
287
-188
| -40% | -$362K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $924K | Hold |
475
| – | – | ﹤0.01% | 961 |
|
|
2024
Q3 | $806K | Buy |
475
+49
| +12% | +$83.1K | ﹤0.01% | 982 |
|
|
2024
Q2 | $774K | Buy |
426
+111
| +35% | +$202K | ﹤0.01% | 954 |
|
|
2024
Q1 | $565K | Buy |
315
+62
| +25% | +$111K | ﹤0.01% | 1069 |
|
|
2023
Q4 | $381K | Buy |
253
+72
| +40% | +$108K | ﹤0.01% | 1172 |
|
|
2023
Q3 | $271K | Buy |
+181
| New | +$271K | ﹤0.01% | 1279 |
|