JP Morgan Private Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $847K | Buy |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $4.71M | Buy |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.96M | Sell |
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|
2020
Q1 | $3.52M | Buy |
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|
2019
Q4 | $4.29M | Sell |
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|
2019
Q3 | $4.16M | Sell |
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|
2019
Q2 | $4.05M | Sell |
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|
2019
Q1 | $3.72M | Hold |
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|
2018
Q4 | $3.45M | Buy |
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|
2018
Q3 | $847K | Hold |
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|
2018
Q2 | $821K | Buy |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $601K | Sell |
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|
2017
Q3 | $699K | Sell |
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|
2017
Q2 | $714K | Buy |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $452K | Buy |
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|
2016
Q3 | $401K | Buy |
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|
2016
Q2 | $349K | Sell |
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|
2016
Q1 | $335K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $914K | Sell |
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|
2014
Q4 | $845K | Hold |
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|
2014
Q3 | $845K | Hold |
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|
2014
Q2 | $816K | Sell |
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|
2014
Q1 | $835K | Buy |
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|
2013
Q4 | $815K | Buy |
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|
2013
Q3 | $748K | Buy |
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|
2013
Q2 | $743K | Buy |
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