KCM Investment Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-138
| Closed | -$208K | – | 388 |
|
|
2023
Q4 | $208K | Sell |
138
-92
| -40% | -$138K | 0.01% | 355 |
|
|
2023
Q3 | $344K | Sell |
230
-58
| -20% | -$86.8K | 0.01% | 289 |
|
|
2023
Q2 | $400K | Hold |
288
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $397K | Hold |
288
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $407K | Sell |
288
-75
| -21% | -$106K | 0.02% | 285 |
|
|
2022
Q3 | $473K | Hold |
363
| – | – | 0.02% | 256 |
|
|
2022
Q2 | $452K | Hold |
363
| – | – | 0.02% | 270 |
|
|
2022
Q1 | $412K | Hold |
363
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $368K | Sell |
363
-80
| -18% | -$81.1K | 0.01% | 320 |
|
|
2021
Q3 | $474K | Hold |
443
| – | – | 0.02% | 278 |
|
|
2021
Q2 | $509K | Hold |
443
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $494K | Hold |
443
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $443K | Hold |
443
| – | – | 0.02% | 249 |
|
|
2020
Q3 | $345K | Hold |
443
| – | – | 0.02% | 256 |
|
|
2020
Q2 | $393K | Hold |
443
| – | – | 0.02% | 251 |
|
|
2020
Q1 | $403K | Sell |
443
-25
| -5% | -$22.7K | 0.03% | 229 |
|
|
2019
Q4 | $522K | Hold |
468
| – | – | 0.03% | 236 |
|
|
2019
Q3 | $505K | Hold |
468
| – | – | 0.03% | 235 |
|
|
2019
Q2 | $478K | Sell |
468
-50
| -10% | -$51.1K | 0.03% | 238 |
|
|
2019
Q1 | $479K | Sell |
518
-145
| -22% | -$134K | 0.03% | 227 |
|
|
2018
Q4 | $569K | Hold |
663
| – | – | 0.04% | 297 |
|
|
2018
Q3 | $620K | Sell |
663
-50
| -7% | -$46.8K | 0.04% | 313 |
|
|
2018
Q2 | $646K | Sell |
713
-35
| -5% | -$31.7K | 0.04% | 303 |
|
|
2018
Q1 | $615K | Hold |
748
| – | – | 0.04% | 327 |
|
|
2017
Q4 | $637K | Hold |
748
| – | – | 0.04% | 322 |
|
|
2017
Q3 | $641K | Hold |
748
| – | – | 0.04% | 313 |
|
|
2017
Q2 | $650K | Hold |
748
| – | – | 0.04% | 318 |
|
|
2017
Q1 | $658K | Sell |
748
-38
| -5% | -$33.4K | 0.04% | 320 |
|
|
2016
Q4 | $657K | Sell |
786
-54
| -6% | -$45.1K | 0.04% | 313 |
|
|
2016
Q3 | $697K | Hold |
840
| – | – | 0.05% | 301 |
|
|
2016
Q2 | $707K | Sell |
840
-50
| -6% | -$42.1K | 0.05% | 291 |
|
|
2016
Q1 | $714K | Sell |
890
-73
| -8% | -$58.6K | 0.05% | 283 |
|
|
2015
Q4 | $700K | Sell |
963
-25
| -3% | -$18.2K | 0.06% | 288 |
|
|
2015
Q3 | $738K | Sell |
988
-50
| -5% | -$37.3K | 0.06% | 280 |
|
|
2015
Q2 | $680K | Hold |
1,038
| – | – | 0.05% | 301 |
|
|
2015
Q1 | $711K | Sell |
1,038
-25
| -2% | -$17.1K | 0.06% | 292 |
|
|
2014
Q4 | $670K | Hold |
1,063
| – | – | 0.06% | 292 |
|
|
2014
Q3 | $670K | Sell |
1,063
-130
| -11% | -$81.9K | 0.06% | 277 |
|
|
2014
Q2 | $726K | Hold |
1,193
| – | – | 0.07% | 265 |
|
|
2014
Q1 | $716K | Hold |
1,193
| – | – | 0.07% | 257 |
|
|
2013
Q4 | $719K | Sell |
1,193
-12
| -1% | -$7.23K | 0.08% | 246 |
|
|
2013
Q3 | $684K | Hold |
1,205
| – | – | 0.08% | 245 |
|
|
2013
Q2 | $693K | Buy |
+1,205
| New | +$693K | 0.08% | 240 |
|