J.P. Morgan Private Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $847K | Buy |
566
+17
| +3% | +$25.4K | ﹤0.01% | 1043 |
|
|
2023
Q2 | $763K | Sell |
549
-285
| -34% | -$396K | ﹤0.01% | 863 |
|
|
2023
Q1 | $1.15M | Sell |
834
-1,423
| -63% | -$1.96M | ﹤0.01% | 1108 |
|
|
2022
Q4 | $3.19M | Sell |
2,257
-1,356
| -38% | -$1.92M | 0.01% | 698 |
|
|
2022
Q3 | $4.71M | Buy |
3,613
+591
| +20% | +$770K | 0.01% | 572 |
|
|
2022
Q2 | $3.77M | Buy |
3,022
+995
| +49% | +$1.24M | 0.01% | 650 |
|
|
2022
Q1 | $2.3M | Buy |
2,027
+10
| +0.5% | +$11.4K | 0.01% | 855 |
|
|
2021
Q4 | $2.05M | Buy |
2,017
+88
| +5% | +$89.2K | ﹤0.01% | 907 |
|
|
2021
Q3 | $2.06M | Buy |
1,929
+108
| +6% | +$116K | 0.01% | 888 |
|
|
2021
Q2 | $2.09M | Buy |
1,821
+39
| +2% | +$44.8K | 0.01% | 861 |
|
|
2021
Q1 | $1.99M | Sell |
1,782
-28
| -2% | -$31.2K | 0.01% | 769 |
|
|
2020
Q4 | $1.81M | Sell |
1,810
-16
| -0.9% | -$16K | 0.01% | 773 |
|
|
2020
Q3 | $1.42M | Sell |
1,826
-380
| -17% | -$296K | 0.01% | 753 |
|
|
2020
Q2 | $1.96M | Sell |
2,206
-1,659
| -43% | -$1.47M | 0.01% | 590 |
|
|
2020
Q1 | $3.52M | Buy |
3,865
+20
| +0.5% | +$18.2K | 0.02% | 423 |
|
|
2019
Q4 | $4.29M | Sell |
3,845
-6
| -0.2% | -$6.69K | 0.02% | 452 |
|
|
2019
Q3 | $4.16M | Sell |
3,851
-111
| -3% | -$120K | 0.02% | 446 |
|
|
2019
Q2 | $4.05M | Sell |
3,962
-58
| -1% | -$59.2K | 0.02% | 431 |
|
|
2019
Q1 | $3.72M | Hold |
4,020
| – | – | 0.02% | 474 |
|
|
2018
Q4 | $3.45M | Buy |
4,020
+3,115
| +344% | +$2.67M | 0.02% | 443 |
|
|
2018
Q3 | $847K | Hold |
905
| – | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $821K | Buy |
905
+205
| +29% | +$186K | ﹤0.01% | 836 |
|
|
2018
Q1 | $576K | Sell |
700
-6
| -0.8% | -$4.94K | ﹤0.01% | 824 |
|
|
2017
Q4 | $601K | Sell |
706
-109
| -13% | -$92.8K | ﹤0.01% | 813 |
|
|
2017
Q3 | $699K | Sell |
815
-7
| -0.9% | -$6K | 0.01% | 732 |
|
|
2017
Q2 | $714K | Buy |
822
+276
| +51% | +$240K | 0.01% | 706 |
|
|
2017
Q1 | $481K | Buy |
546
+6
| +1% | +$5.29K | ﹤0.01% | 873 |
|
|
2016
Q4 | $452K | Buy |
540
+57
| +12% | +$47.7K | ﹤0.01% | 842 |
|
|
2016
Q3 | $401K | Buy |
483
+69
| +17% | +$57.3K | ﹤0.01% | 870 |
|
|
2016
Q2 | $349K | Sell |
414
-4
| -1% | -$3.37K | ﹤0.01% | 911 |
|
|
2016
Q1 | $335K | Buy |
+418
| New | +$335K | ﹤0.01% | 907 |
|
|
2015
Q2 | – | Sell |
-1,335
| Closed | -$914K | – | 1146 |
|
|
2015
Q1 | $914K | Sell |
1,335
-6
| -0.4% | -$4.11K | 0.01% | 548 |
|
|
2014
Q4 | $845K | Hold |
1,341
| – | – | 0.01% | 572 |
|
|
2014
Q3 | $845K | Hold |
1,341
| – | – | 0.01% | 548 |
|
|
2014
Q2 | $816K | Sell |
1,341
-50
| -4% | -$30.4K | 0.01% | 453 |
|
|
2014
Q1 | $835K | Buy |
1,391
+39
| +3% | +$23.4K | 0.02% | 440 |
|
|
2013
Q4 | $815K | Buy |
1,352
+35
| +3% | +$21.1K | 0.02% | 381 |
|
|
2013
Q3 | $748K | Buy |
1,317
+25
| +2% | +$14.2K | 0.02% | 372 |
|
|
2013
Q2 | $743K | Buy |
+1,292
| New | +$743K | 0.02% | 358 |
|