HB Wealth 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
Q2 | – | Sell |
-121
| Closed | -$233K | – | 1282 |
|
|
2025
Q1 | $233K | Sell |
121
-3
| -2% | -$5.78K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $241K | Buy |
+124
| New | +$241K | ﹤0.01% | 892 |
|
|
2024
Q3 | – | Sell |
-116
| Closed | -$211K | – | 993 |
|
|
2024
Q2 | $211K | Hold |
116
| – | – | ﹤0.01% | 818 |
|
|
2024
Q1 | $208K | Buy |
+116
| New | +$208K | ﹤0.01% | 783 |
|