EverSource Wealth Advisors’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
Q2 | $77.2K | Buy |
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|
2025
Q1 | $25K | Buy |
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|
2024
Q4 | $19.4K | Buy |
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|
2024
Q3 | $15.3K | Hold |
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|
2024
Q2 | $16.1K | Hold |
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|
2024
Q1 | $16K | Hold |
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|
2023
Q4 | $13.5K | Hold |
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|
2023
Q3 | $13.5K | Hold |
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|
2023
Q2 | $12.5K | Buy |
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|
2023
Q1 | $8.27K | Hold |
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|
2022
Q4 | $8.49K | Hold |
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|
2022
Q3 | $8K | Buy |
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