LWAM
Legacy Wealth Asset Management’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
306
-6
| -2% | -$10.8K | 0.14% | 231 |
|
|
2025
Q1 | $601K | Sell |
312
-4
| -1% | -$7.7K | 0.17% | 206 |
|
|
2024
Q4 | $615K | Sell |
316
-1
| -0.3% | -$1.95K | 0.17% | 192 |
|
|
2024
Q3 | $538K | Buy |
317
+10
| +3% | +$17K | 0.14% | 231 |
|
|
2024
Q2 | $558K | Buy |
307
+23
| +8% | +$41.8K | 0.16% | 206 |
|
|
2024
Q1 | $510K | Buy |
284
+3
| +1% | +$5.38K | 0.14% | 229 |
|
|
2023
Q4 | $423K | Buy |
281
+6
| +2% | +$9.03K | 0.14% | 250 |
|
|
2023
Q3 | $411K | Sell |
275
-106
| -28% | -$159K | 0.15% | 240 |
|
|
2023
Q2 | $529K | Buy |
381
+36
| +10% | +$50K | 0.18% | 193 |
|
|
2023
Q1 | $475K | Sell |
345
-4
| -1% | -$5.51K | 0.17% | 201 |
|
|
2022
Q4 | $494K | Sell |
349
-9
| -3% | -$12.7K | 0.19% | 177 |
|
|
2022
Q3 | $466K | Sell |
358
-35
| -9% | -$45.6K | 0.2% | 175 |
|
|
2022
Q2 | $490K | Sell |
393
-12
| -3% | -$15K | 0.2% | 172 |
|
|
2022
Q1 | $460K | Hold |
405
| – | – | 0.16% | 195 |
|
|
2021
Q4 | $411K | Buy |
405
+30
| +8% | +$30.4K | 0.14% | 223 |
|
|
2021
Q3 | $401K | Buy |
375
+1
| +0.3% | +$1.07K | 0.18% | 207 |
|
|
2021
Q2 | $429K | Sell |
374
-19
| -5% | -$21.8K | 0.19% | 198 |
|
|
2021
Q1 | $438K | Buy |
393
+2
| +0.5% | +$2.23K | 0.2% | 190 |
|
|
2020
Q4 | $391K | Buy |
+391
| New | +$391K | 0.2% | 195 |
|