Essex Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-70
| Closed | -$75K | – | 437 |
|
|
2021
Q3 | $75K | Hold |
70
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $80K | Hold |
70
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $78K | Hold |
70
| – | – | 0.01% | 361 |
|
|
2020
Q4 | $70K | Hold |
70
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $55K | Hold |
70
| – | – | 0.01% | 385 |
|
|
2020
Q2 | $62K | Hold |
70
| – | – | 0.01% | 341 |
|
|
2020
Q1 | $64K | Hold |
70
| – | – | 0.01% | 322 |
|
|
2019
Q4 | $78K | Hold |
70
| – | – | 0.01% | 390 |
|
|
2019
Q3 | $76K | Hold |
70
| – | – | 0.01% | 384 |
|
|
2019
Q2 | $72K | Hold |
70
| – | – | 0.01% | 392 |
|
|
2019
Q1 | $65K | Hold |
70
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $60K | Buy |
+70
| New | +$60K | 0.01% | 393 |
|