First Horizon 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 | $86.2K | Sell |
48
-1
| -2% | -$1.8K | ﹤0.01% | 766 |
|
|
2025
Q1 | $94.4K | Buy |
49
+13
| +36% | +$25K | ﹤0.01% | 695 |
|
|
2024
Q4 | $70K | Sell |
36
-11
| -23% | -$21.4K | ﹤0.01% | 815 |
|
|
2024
Q3 | $79.7K | Buy |
47
+2
| +4% | +$3.39K | ﹤0.01% | 799 |
|
|
2024
Q2 | $81.8K | Hold |
45
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $80.7K | Buy |
45
+8
| +22% | +$14.4K | ﹤0.01% | 754 |
|
|
2023
Q4 | $55.7K | Buy |
37
+4
| +12% | +$6.02K | ﹤0.01% | 884 |
|
|
2023
Q3 | $49.4K | Sell |
33
-5
| -13% | -$7.48K | ﹤0.01% | 864 |
|
|
2023
Q2 | $52.8K | Buy |
38
+13
| +52% | +$18.1K | ﹤0.01% | 858 |
|
|
2023
Q1 | $34.4K | Hold |
25
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $35.4K | Hold |
25
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q3 | $32K | Hold |
25
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q2 | $30K | Buy |
+25
| New | +$30K | ﹤0.01% | 1132 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$25K | – | 2332 |
|
|
2021
Q4 | $25K | Hold |
25
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q3 | $26K | Buy |
25
+1
| +4% | +$1.04K | ﹤0.01% | 1185 |
|
|
2021
Q2 | $26K | Sell |
24
-1
| -4% | -$1.08K | ﹤0.01% | 1034 |
|
|
2021
Q1 | $27K | Buy |
25
+5
| +25% | +$5.4K | ﹤0.01% | 977 |
|
|
2020
Q4 | $20K | Buy |
20
+3
| +18% | +$3K | ﹤0.01% | 892 |
|
|
2020
Q3 | $13K | Hold |
17
| – | – | ﹤0.01% | 954 |
|
|
2020
Q2 | $15K | Sell |
17
-4
| -19% | -$3.53K | ﹤0.01% | 904 |
|
|
2020
Q1 | $19K | Sell |
21
-15
| -42% | -$13.6K | ﹤0.01% | 754 |
|
|
2019
Q4 | $40K | Hold |
36
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $38K | Buy |
36
+3
| +9% | +$3.17K | ﹤0.01% | 633 |
|
|
2019
Q2 | $33K | Hold |
33
| – | – | ﹤0.01% | 698 |
|
|
2019
Q1 | $30K | Hold |
33
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $28K | Hold |
33
| – | – | ﹤0.01% | 672 |
|
|
2018
Q3 | $30K | Hold |
33
| – | – | ﹤0.01% | 741 |
|
|
2018
Q2 | $29K | Buy |
+33
| New | +$29K | ﹤0.01% | 765 |
|
|
2016
Q4 | – | Sell |
-54
| Closed | -$45K | – | 1462 |
|
|
2016
Q3 | $45K | Sell |
54
-19
| -26% | -$15.8K | 0.01% | 555 |
|
|
2016
Q2 | $61K | Hold |
73
| – | – | 0.01% | 477 |
|
|
2016
Q1 | $59K | Hold |
73
| – | – | 0.01% | 504 |
|
|
2015
Q4 | $53K | Sell |
73
-9
| -11% | -$6.53K | 0.01% | 478 |
|
|
2015
Q3 | $61K | Hold |
82
| – | – | 0.01% | 468 |
|
|
2015
Q2 | $53K | Hold |
82
| – | – | 0.01% | 535 |
|
|
2015
Q1 | $55K | Hold |
82
| – | – | 0.01% | 530 |
|
|
2014
Q4 | $52K | Hold |
82
| – | – | 0.01% | 536 |
|
|
2014
Q3 | $51K | Hold |
82
| – | – | 0.01% | 522 |
|
|
2014
Q2 | $50K | Hold |
82
| – | – | 0.01% | 547 |
|
|
2014
Q1 | $48K | Buy |
82
+18
| +28% | +$10.5K | 0.01% | 521 |
|
|
2013
Q4 | $36K | Hold |
64
| – | – | 0.01% | 562 |
|
|
2013
Q3 | $36K | Buy |
64
+15
| +31% | +$8.44K | 0.01% | 515 |
|
|
2013
Q2 | $28K | Buy |
+49
| New | +$28K | 0.01% | 295 |
|