Essex Savings Bank’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 | $510K | Hold |
284
| – | – | 0.12% | 156 |
|
|
2025
Q1 | $547K | Hold |
284
| – | – | 0.13% | 140 |
|
|
2024
Q4 | $552K | Hold |
284
| – | – | 0.14% | 139 |
|
|
2024
Q3 | $482K | Hold |
284
| – | – | 0.12% | 154 |
|
|
2024
Q2 | $516K | Hold |
284
| – | – | 0.14% | 135 |
|
|
2024
Q1 | $427K | Hold |
284
| – | – | 0.12% | 150 |
|
|
2023
Q4 | $427K | Buy |
284
+15
| +6% | +$22.6K | 0.12% | 149 |
|
|
2023
Q3 | $402K | Hold |
269
| – | – | 0.14% | 136 |
|
|
2023
Q2 | $374K | Hold |
269
| – | – | 0.12% | 141 |
|
|
2023
Q1 | $371K | Hold |
269
| – | – | 0.13% | 146 |
|
|
2022
Q4 | $380K | Sell |
269
-28
| -9% | -$39.6K | 0.13% | 145 |
|
|
2022
Q3 | $387K | Buy |
+297
| New | +$387K | 0.15% | 129 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$31K | – | 616 |
|
|
2019
Q2 | $31K | Buy |
30
+29
| +2,900% | +$30K | 0.01% | 511 |
|
|
2019
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 651 |
|
|
2018
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 657 |
|