Icon Wealth Partners’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $332K | Hold |
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2023
Q2 | $308K | Hold |
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2023
Q1 | $306K | Buy |
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|
2022
Q2 | $890K | Hold |
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|
2022
Q1 | $811K | Hold |
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|
2021
Q4 | $724K | Hold |
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|
2021
Q3 | $764K | Sell |
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|
2021
Q2 | $821K | Hold |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $721K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $416K | Buy |
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