FCH
Freestone Capital Holdings’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26
| Closed | -$26K | – | 1144 |
|
|
2020
Q4 | $26K | Hold |
26
| – | – | ﹤0.01% | 690 |
|
|
2020
Q3 | $20.3K | Buy |
+26
| New | +$20.3K | ﹤0.01% | 646 |
|
|
2019
Q1 | – | Sell |
-975
| Closed | -$836K | – | 430 |
|
|
2018
Q4 | $836K | Sell |
975
-54
| -5% | -$46.3K | 0.06% | 224 |
|
|
2018
Q3 | $963K | Buy |
+1,029
| New | +$963K | 0.01% | 210 |
|
|
2018
Q2 | – | Sell |
-1,340
| Closed | -$1.1M | – | 361 |
|
|
2018
Q1 | $1.1M | Buy |
+1,340
| New | +$1.1M | 0.06% | 201 |
|
|
2017
Q4 | – | Sell |
-1,320
| Closed | -$1.13M | – | 344 |
|
|
2017
Q3 | $1.13M | Buy |
1,320
+51
| +4% | +$43.7K | 0.08% | 198 |
|
|
2017
Q2 | $1.1M | Sell |
1,269
-230
| -15% | -$200K | 0.09% | 184 |
|
|
2017
Q1 | $1.32M | Sell |
1,499
-95
| -6% | -$83.6K | 0.1% | 166 |
|
|
2016
Q4 | $1.33M | Buy |
1,594
+10
| +0.6% | +$8.36K | 0.11% | 161 |
|
|
2016
Q3 | $1.32M | Sell |
1,584
-53
| -3% | -$44K | 0.12% | 148 |
|
|
2016
Q2 | $1.38M | Sell |
1,637
-77
| -4% | -$64.8K | 0.13% | 144 |
|
|
2016
Q1 | $1.38M | Sell |
1,714
-161
| -9% | -$129K | 0.14% | 132 |
|
|
2015
Q4 | $1.36M | Sell |
1,875
-10
| -0.5% | -$7.27K | 0.14% | 113 |
|
|
2015
Q3 | $1.41M | Buy |
1,885
+77
| +4% | +$57.6K | 0.15% | 116 |
|
|
2015
Q2 | $1.18M | Sell |
1,808
-2,211
| -55% | -$1.45M | 0.19% | 81 |
|
|
2015
Q1 | $2.64M | Buy |
4,019
+1,955
| +95% | +$1.28M | 0.42% | 29 |
|
|
2014
Q4 | $1.3M | Buy |
2,064
+22
| +1% | +$13.9K | 0.21% | 65 |
|
|
2014
Q3 | $1.29M | Sell |
2,042
-43
| -2% | -$27.1K | 0.22% | 66 |
|
|
2014
Q2 | $1.27M | Buy |
2,085
+41
| +2% | +$25K | 0.2% | 89 |
|
|
2014
Q1 | $1.23M | Buy |
2,044
+298
| +17% | +$179K | 0.22% | 77 |
|
|
2013
Q4 | $1.05M | Buy |
1,746
+97
| +6% | +$58.5K | 0.19% | 90 |
|
|
2013
Q3 | $936K | Buy |
1,649
+715
| +77% | +$406K | 0.17% | 125 |
|
|
2013
Q2 | $537K | Buy |
+934
| New | +$537K | 0.11% | 178 |
|