JWBC
John W. Brooker & Co’s White Mountains Insurance WTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-90
| Closed | -$117K | – | 192 |
|
2022
Q3 | $117K | Hold |
90
| – | – | 0.08% | 64 |
|
2022
Q2 | $112K | Hold |
90
| – | – | 0.07% | 65 |
|
2022
Q1 | $102K | Hold |
90
| – | – | 0.06% | 68 |
|
2021
Q4 | $91K | Hold |
90
| – | – | 0.05% | 69 |
|
2021
Q3 | $96K | Hold |
90
| – | – | 0.05% | 67 |
|
2021
Q2 | $103K | Hold |
90
| – | – | 0.06% | 65 |
|
2021
Q1 | $100K | Hold |
90
| – | – | 0.06% | 61 |
|
2020
Q4 | $90K | Hold |
90
| – | – | 0.06% | 60 |
|
2020
Q3 | $70K | Hold |
90
| – | – | 0.05% | 59 |
|
2020
Q2 | $80K | Hold |
90
| – | – | 0.06% | 61 |
|
2020
Q1 | $82K | Hold |
90
| – | – | 0.06% | 60 |
|
2019
Q4 | $100K | Buy |
+90
| New | +$100K | 0.06% | 58 |
|