EverSource Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.2K | Buy |
43
+30
| +231% | +$53.9K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $25K | Buy |
13
+3
| +30% | +$5.78K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $19.5K | Buy |
10
+1
| +11% | +$1.95K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $15.3K | Hold |
9
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q2 | $16.1K | Hold |
9
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q1 | $16K | Hold |
9
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q4 | $13.5K | Hold |
9
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q3 | $13.5K | Hold |
9
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q2 | $12.5K | Buy |
9
+3
| +50% | +$4.17K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $8.27K | Hold |
6
| – | – | ﹤0.01% | 1443 |
|
|
2022
Q4 | $8.49K | Hold |
6
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q3 | $8K | Buy |
+6
| New | +$8K | ﹤0.01% | 1216 |
|