Janney Montgomery Scott’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 | $801K | Buy |
446
+33
| +8% | +$59.3K | ﹤0.01% | 1730 |
|
|
2025
Q1 | $795K | Buy |
413
+56
| +16% | +$108K | ﹤0.01% | 1691 |
|
|
2024
Q4 | $694K | Buy |
357
+121
| +51% | +$235K | ﹤0.01% | 1795 |
|
|
2024
Q3 | $400K | Buy |
236
+20
| +9% | +$33.9K | ﹤0.01% | 2117 |
|
|
2024
Q2 | $393K | Buy |
216
+74
| +52% | +$135K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $255K | Buy |
+142
| New | +$255K | ﹤0.01% | 2435 |
|