Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $647K | Sell |
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|
2025
Q2 | $676K | Hold |
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|
2025
Q1 | $672K | Hold |
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|
2024
Q4 | $712K | Hold |
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|
2024
Q3 | $688K | Hold |
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|
2024
Q2 | $651K | Hold |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $596K | Hold |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $495K | Hold |
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|
2022
Q2 | $474K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $385K | Buy |
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