Legacy Wealth Asset Management’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 | $515K | Buy |
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|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $529K | Buy |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $490K | Sell |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $391K | Buy |
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