KSWA
Kathleen S. Wright Associates’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Hold |
380
| – | – | 0.26% | 67 |
|
|
2025
Q1 | $672K | Hold |
380
| – | – | 0.28% | 65 |
|
|
2024
Q4 | $712K | Hold |
380
| – | – | 0.3% | 63 |
|
|
2024
Q3 | $688K | Hold |
380
| – | – | 0.28% | 65 |
|
|
2024
Q2 | $651K | Hold |
380
| – | – | 0.3% | 62 |
|
|
2024
Q1 | $641K | Hold |
380
| – | – | 0.3% | 60 |
|
|
2023
Q4 | $596K | Hold |
380
| – | – | 0.3% | 60 |
|
|
2023
Q3 | $579K | Buy |
+380
| New | +$579K | 0.32% | 61 |
|
|
2023
Q1 | – | Sell |
-380
| Closed | -$537K | – | 207 |
|
|
2022
Q4 | $537K | Hold |
380
| – | – | 0.36% | 62 |
|
|
2022
Q3 | $495K | Hold |
380
| – | – | 0.4% | 57 |
|
|
2022
Q2 | $474K | Hold |
380
| – | – | 0.4% | 56 |
|
|
2022
Q1 | $432K | Hold |
380
| – | – | 0.32% | 61 |
|
|
2021
Q4 | $385K | Buy |
+380
| New | +$385K | 0.28% | 66 |
|