Farther Finance Advisors’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 | $840K | Buy |
468
+76
| +19% | +$136K | 0.02% | 670 |
|
|
2025
Q1 | $746K | Buy |
392
+225
| +135% | +$428K | 0.02% | 622 |
|
|
2024
Q4 | $325K | Buy |
167
+33
| +25% | +$64.2K | 0.01% | 771 |
|
|
2024
Q3 | $227K | Sell |
134
-9
| -6% | -$15.3K | 0.01% | 942 |
|
|
2024
Q2 | $252K | Buy |
143
+3
| +2% | +$5.29K | 0.01% | 740 |
|
|
2024
Q1 | $248K | Buy |
140
+3
| +2% | +$5.31K | 0.02% | 615 |
|
|
2023
Q4 | $206K | Buy |
137
+8
| +6% | +$12K | 0.01% | 544 |
|
|
2023
Q3 | $193K | Buy |
129
+91
| +239% | +$136K | 0.03% | 397 |
|
|
2023
Q2 | $52.8K | Buy |
+38
| New | +$52.8K | 0.01% | 651 |
|