Kestra Advisory Services’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
128
+12
| +10% | +$21.6K | ﹤0.01% | 2551 |
|
|
2025
Q1 | $223K | Buy |
+116
| New | +$223K | ﹤0.01% | 2398 |
|
|
2023
Q1 | – | Sell |
-198
| Closed | -$280K | – | 2322 |
|
|
2022
Q4 | $280K | Buy |
+198
| New | +$280K | ﹤0.01% | 1790 |
|
|
2020
Q4 | – | Hold |
0
| – | -$332K | – | 1888 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1058 |
|