JFGIW
Johnson Financial Group Inc (Wisconsin)’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40
| Closed | -$60.2K | – | 1008 |
|
|
2023
Q4 | $60.2K | Hold |
40
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $59.8K | Hold |
40
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $55.6K | Sell |
40
-80
| -67% | -$111K | ﹤0.01% | 401 |
|
|
2023
Q1 | $165K | Buy |
+120
| New | +$165K | 0.01% | 287 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$84K | – | 794 |
|
|
2022
Q2 | $84K | Hold |
75
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $84K | Hold |
75
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $84K | Buy |
+75
| New | +$84K | 0.01% | 386 |
|
|
2014
Q3 | – | Sell |
-783
| Closed | -$476K | – | 786 |
|
|
2014
Q2 | $476K | Buy |
783
+14
| +2% | +$8.51K | 0.13% | 156 |
|
|
2014
Q1 | $461K | Sell |
769
-183
| -19% | -$110K | 0.13% | 141 |
|
|
2013
Q4 | $574K | Buy |
952
+31
| +3% | +$18.7K | 0.17% | 123 |
|
|
2013
Q3 | $523K | Hold |
921
| – | – | 0.16% | 127 |
|
|
2013
Q2 | $529K | Buy |
+921
| New | +$529K | 0.15% | 129 |
|