GeoWealth Management’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 Q1	–	Sell	-33	Closed	-$64.2K	–	1800
2024 Q4	$64.2K	Buy	33 +7	+27%	+$13.6K	﹤0.01%	1075
2024 Q3	$44.1K	Buy	+26	New	+$44.1K	﹤0.01%	1111