Equitable Trust’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 | $1.41M | Buy |
787
+234
| +42% | +$420K | 0.07% | 186 |
|
|
2025
Q1 | $1.06M | Buy |
553
+72
| +15% | +$139K | 0.06% | 212 |
|
|
2024
Q4 | $936K | Buy |
481
+80
| +20% | +$156K | 0.05% | 236 |
|
|
2024
Q3 | $680K | Buy |
401
+58
| +17% | +$98.4K | 0.04% | 256 |
|
|
2024
Q2 | $623K | Buy |
343
+120
| +54% | +$218K | 0.04% | 260 |
|
|
2024
Q1 | $400K | Buy |
223
+7
| +3% | +$12.6K | 0.03% | 336 |
|
|
2023
Q4 | $325K | Hold |
216
| – | – | 0.02% | 346 |
|
|
2023
Q3 | $323K | Hold |
216
| – | – | 0.03% | 330 |
|
|
2023
Q2 | $300K | Buy |
216
+66
| +44% | +$91.7K | 0.02% | 338 |
|
|
2023
Q1 | $207K | Hold |
150
| – | – | 0.02% | 383 |
|
|
2022
Q4 | $212K | Buy |
+150
| New | +$212K | 0.02% | 373 |
|