Handelsbanken Fonder’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 | $1.08M | Hold |
600
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $1.16M | Hold |
600
| – | – | ﹤0.01% | 878 |
|
|
2024
Q4 | $1.17M | Buy |
+600
| New | +$1.17M | ﹤0.01% | 903 |
|
|
2023
Q2 | – | Sell |
-493
| Closed | -$679K | – | 1631 |
|
|
2023
Q1 | $679K | Hold |
493
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $697K | Sell |
493
-100
| -17% | -$141K | ﹤0.01% | 783 |
|
|
2022
Q3 | $773K | Hold |
593
| – | – | 0.01% | 749 |
|
|
2022
Q2 | $739K | Hold |
593
| – | – | ﹤0.01% | 802 |
|
|
2022
Q1 | $674K | Hold |
593
| – | – | ﹤0.01% | 995 |
|
|
2021
Q4 | $601K | Hold |
593
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q3 | $634K | Hold |
593
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q2 | $681K | Buy |
+593
| New | +$681K | ﹤0.01% | 1150 |
|
|
2021
Q1 | – | Sell |
-593
| Closed | -$593K | – | 1592 |
|
|
2020
Q4 | $593K | Buy |
593
+200
| +51% | +$200K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $306K | Hold |
393
| – | – | ﹤0.01% | 1228 |
|
|
2020
Q2 | $349K | Buy |
+393
| New | +$349K | ﹤0.01% | 1135 |
|