Glenview Trust’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 | – | Sell |
-110
| Closed | -$212K | – | 515 |
|
|
2025
Q1 | $212K | Hold |
110
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $214K | Buy |
+110
| New | +$214K | ﹤0.01% | 464 |
|
|
2024
Q2 | – | Sell |
-133
| Closed | -$239K | – | 484 |
|
|
2024
Q1 | $239K | Buy |
+133
| New | +$239K | 0.01% | 432 |
|
|
2023
Q4 | – | Sell |
-178
| Closed | -$266K | – | 489 |
|
|
2023
Q3 | $266K | Hold |
178
| – | – | 0.01% | 399 |
|
|
2023
Q2 | $247K | Buy |
+178
| New | +$247K | 0.01% | 417 |
|
|
2023
Q1 | – | Sell |
-163
| Closed | -$231K | – | 455 |
|
|
2022
Q4 | $231K | Sell |
163
-30
| -16% | -$42.4K | 0.01% | 404 |
|
|
2022
Q3 | $252K | Hold |
193
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $240K | Hold |
193
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $219K | Buy |
+193
| New | +$219K | 0.01% | 400 |
|
|
2021
Q4 | – | Sell |
-193
| Closed | -$207K | – | 433 |
|
|
2021
Q3 | $207K | Buy |
+193
| New | +$207K | 0.01% | 392 |
|