Icon Wealth Partners’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $332K | Hold |
222
| – | – | 0.04% | 223 |
|
|
2023
Q2 | $308K | Hold |
222
| – | – | 0.03% | 251 |
|
|
2023
Q1 | $306K | Buy |
+222
| New | +$306K | 0.03% | 253 |
|
|
2022
Q2 | $890K | Hold |
714
| – | – | 0.11% | 145 |
|
|
2022
Q1 | $811K | Hold |
714
| – | – | 0.08% | 166 |
|
|
2021
Q4 | $724K | Hold |
714
| – | – | 0.07% | 182 |
|
|
2021
Q3 | $764K | Sell |
714
-1
| -0.1% | -$1.07K | 0.08% | 178 |
|
|
2021
Q2 | $821K | Hold |
715
| – | – | 0.09% | 172 |
|
|
2021
Q1 | $797K | Sell |
715
-6
| -0.8% | -$6.69K | 0.1% | 160 |
|
|
2020
Q4 | $721K | Buy |
+721
| New | +$721K | 0.11% | 141 |
|
|
2020
Q3 | – | Sell |
-469
| Closed | -$416K | – | 317 |
|
|
2020
Q2 | $416K | Buy |
+469
| New | +$416K | 0.1% | 143 |
|