IFP Advisors’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 | $1.8K | Buy |
+1
| New | +$1.8K | ﹤0.01% | 3944 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.95K | – | 4727 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3113 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$1.79K | – | 3358 |
|
|
2024
Q1 | $1.79K | Hold |
1
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q4 | $1.52K | Sell |
1
-3
| -75% | -$4.57K | ﹤0.01% | 2741 |
|
|
2023
Q3 | $6K | Hold |
4
| – | – | ﹤0.01% | 2442 |
|
|
2023
Q2 | $5.57K | Sell |
4
-1
| -20% | -$1.39K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $4.53K | Sell |
5
-37
| -88% | -$33.5K | ﹤0.01% | 2610 |
|
|
2022
Q4 | $40K | Buy |
42
+2
| +5% | +$1.91K | ﹤0.01% | 2402 |
|
|
2022
Q3 | $38K | Hold |
40
| – | – | ﹤0.01% | 2603 |
|
|
2022
Q2 | $38K | Hold |
40
| – | – | ﹤0.01% | 2366 |
|
|
2022
Q1 | $38K | Buy |
40
+37
| +1,233% | +$35.2K | ﹤0.01% | 2366 |
|
|
2021
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 2658 |
|
|
2021
Q3 | $3K | Hold |
3
| – | – | ﹤0.01% | 2707 |
|
|
2021
Q2 | $3K | Hold |
3
| – | – | ﹤0.01% | 2651 |
|
|
2021
Q1 | $3K | Sell |
3
-82
| -96% | -$82K | ﹤0.01% | 2572 |
|
|
2020
Q4 | $85K | Hold |
85
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $66K | Sell |
85
-2
| -2% | -$1.55K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $77K | Sell |
87
-1
| -1% | -$885 | 0.01% | 1027 |
|
|
2020
Q1 | $82K | Buy |
88
+9
| +11% | +$8.39K | 0.01% | 917 |
|
|
2019
Q4 | $86K | Sell |
79
-1
| -1% | -$1.09K | 0.01% | 1020 |
|
|
2019
Q3 | $86K | Buy |
+80
| New | +$86K | 0.01% | 1137 |
|
|
2019
Q1 | – | Sell |
-96
| Closed | -$82K | – | 3451 |
|
|
2018
Q4 | $82K | Buy |
96
+22
| +30% | +$18.8K | 0.01% | 1301 |
|
|
2018
Q3 | $69K | Buy |
74
+12
| +19% | +$11.2K | ﹤0.01% | 1701 |
|
|
2018
Q2 | $56K | Sell |
62
-17
| -22% | -$15.4K | ﹤0.01% | 1835 |
|
|
2018
Q1 | $67K | Hold |
79
| – | – | ﹤0.01% | 1632 |
|
|
2017
Q4 | $67K | Sell |
79
-1
| -1% | -$848 | ﹤0.01% | 1630 |
|
|
2017
Q3 | $69K | Sell |
80
-8
| -9% | -$6.9K | ﹤0.01% | 1784 |
|
|
2017
Q2 | $76K | Sell |
88
-1
| -1% | -$864 | ﹤0.01% | 1685 |
|
|
2017
Q1 | $78K | Hold |
89
| – | – | ﹤0.01% | 1658 |
|
|
2016
Q4 | $74K | Hold |
89
| – | – | ﹤0.01% | 1640 |
|
|
2016
Q3 | $74K | Sell |
89
-3
| -3% | -$2.49K | ﹤0.01% | 1555 |
|
|
2016
Q2 | $77K | Buy |
+92
| New | +$77K | ﹤0.01% | 1488 |
|
|
2016
Q1 | – | Sell |
-93
| Closed | -$68K | – | 3479 |
|
|
2015
Q4 | $68K | Buy |
+93
| New | +$68K | ﹤0.01% | 1421 |
|