Integrated Wealth Concepts’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	$251K	Sell	140 -23	-14%	-$41.3K	﹤0.01%	1643
2025 Q1	$314K	Buy	163 +27	+20%	+$52K	﹤0.01%	1392
2024 Q4	$265K	Buy	+136	New	+$265K	﹤0.01%	1439