Equitable Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Hold |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $212K | Buy |
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