JFS Wealth 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 | $8.98K | Hold |
5
| – | – | ﹤0.01% | 901 |
|
|
2025
Q1 | $9.63K | Hold |
5
| – | – | ﹤0.01% | 890 |
|
|
2024
Q4 | $9.73K | Hold |
5
| – | – | ﹤0.01% | 860 |
|
|
2024
Q3 | $8.48K | Hold |
5
| – | – | ﹤0.01% | 913 |
|
|
2024
Q2 | $9.09K | Hold |
5
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $8.97K | Hold |
5
| – | – | ﹤0.01% | 851 |
|
|
2023
Q4 | $7.53K | Hold |
5
| – | – | ﹤0.01% | 888 |
|
|
2023
Q3 | $7.48K | Hold |
5
| – | – | ﹤0.01% | 826 |
|
|
2023
Q2 | $6.95K | Hold |
5
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $6.89K | Hold |
5
| – | – | ﹤0.01% | 865 |
|
|
2022
Q4 | $7.07K | Sell |
5
-1
| -17% | -$1.41K | ﹤0.01% | 851 |
|
|
2022
Q3 | $8K | Hold |
6
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $7K | Buy |
6
+4
| +200% | +$4.67K | ﹤0.01% | 906 |
|
|
2022
Q1 | $2K | Buy |
2
+1
| +100% | +$1K | ﹤0.01% | 1523 |
|
|
2021
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1619 |
|