Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $528K | Sell |
472
-13
| -3% | -$14.5K | ﹤0.01% | 1771 |
|
|
2019
Q3 | $524K | Sell |
485
-8
| -2% | -$8.64K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $506K | Buy |
493
+48
| +11% | +$49.3K | ﹤0.01% | 1735 |
|
|
2019
Q1 | $412K | Buy |
445
+3
| +0.7% | +$2.78K | ﹤0.01% | 1840 |
|
|
2018
Q4 | $378K | Buy |
442
+207
| +88% | +$177K | ﹤0.01% | 1747 |
|
|
2018
Q3 | $220K | Sell |
235
-155
| -40% | -$145K | ﹤0.01% | 2240 |
|
|
2018
Q2 | $320K | Hold |
390
| – | – | ﹤0.01% | 1892 |
|
|
2018
Q1 | $320K | Sell |
390
-110
| -22% | -$90.3K | ﹤0.01% | 1892 |
|
|
2017
Q4 | $425K | Sell |
500
-125
| -20% | -$106K | ﹤0.01% | 1663 |
|
|
2017
Q3 | $535K | Sell |
625
-3
| -0.5% | -$2.57K | 0.01% | 1420 |
|
|
2017
Q2 | $545K | Sell |
628
-29
| -4% | -$25.2K | 0.01% | 1332 |
|
|
2017
Q1 | $578K | Buy |
657
+108
| +20% | +$95K | 0.01% | 1235 |
|
|
2016
Q4 | $459K | Buy |
549
+50
| +10% | +$41.8K | 0.01% | 1310 |
|
|
2016
Q3 | $413K | Buy |
499
+76
| +18% | +$62.9K | 0.01% | 1300 |
|
|
2016
Q2 | $356K | Buy |
423
+248
| +142% | +$209K | 0.01% | 1329 |
|
|
2016
Q1 | $141K | Buy |
175
+19
| +12% | +$15.3K | ﹤0.01% | 1838 |
|
|
2015
Q4 | $113K | Buy |
156
+4
| +3% | +$2.9K | ﹤0.01% | 1967 |
|
|
2015
Q3 | $113K | Sell |
152
-10
| -6% | -$7.43K | ﹤0.01% | 1896 |
|
|
2015
Q2 | $108K | Buy |
162
+1
| +0.6% | +$667 | ﹤0.01% | 2042 |
|
|
2015
Q1 | $110K | Sell |
161
-14
| -8% | -$9.57K | ﹤0.01% | 2019 |
|
|
2014
Q4 | $113K | Buy |
175
+14
| +9% | +$9.04K | ﹤0.01% | 1818 |
|
|
2014
Q3 | $101K | Buy |
161
+4
| +3% | +$2.51K | ﹤0.01% | 1592 |
|
|
2014
Q2 | $96K | Buy |
157
+19
| +14% | +$11.6K | ﹤0.01% | 1637 |
|
|
2014
Q1 | $83K | Sell |
138
-15
| -10% | -$9.02K | ﹤0.01% | 1620 |
|
|
2013
Q4 | $92K | Hold |
153
| – | – | ﹤0.01% | 1520 |
|
|
2013
Q3 | $87K | Sell |
153
-7
| -4% | -$3.98K | ﹤0.01% | 1471 |
|
|
2013
Q2 | $93K | Buy |
+160
| New | +$93K | ﹤0.01% | 1357 |
|