IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8K | Buy |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.79K | Hold |
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|
2023
Q4 | $1.52K | Sell |
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|
2023
Q3 | $6K | Hold |
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|
2023
Q2 | $5.57K | Sell |
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|
2023
Q1 | $4.53K | Sell |
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|
2022
Q4 | $40K | Buy |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $38K | Buy |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Sell |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | $86K | Sell |
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|
2019
Q3 | $86K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $56K | Sell |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $67K | Sell |
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|
2017
Q3 | $69K | Sell |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $78K | Hold |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $74K | Sell |
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|
2016
Q2 | $77K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $68K | Buy |
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