Lindbrook Capital’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
Q1 | $208K | Sell |
108
-14
| -11% | -$27K | 0.02% | 405 |
|
|
2024
Q4 | $237K | Sell |
122
-2
| -2% | -$3.89K | 0.02% | 350 |
|
|
2024
Q3 | $210K | Hold |
124
| – | – | 0.02% | 381 |
|
|
2024
Q2 | $225K | Hold |
124
| – | – | 0.02% | 339 |
|
|
2024
Q1 | $222K | Sell |
124
-8
| -6% | -$14.4K | 0.02% | 337 |
|
|
2023
Q4 | $199K | Buy |
132
+1
| +0.8% | +$1.51K | 0.02% | 348 |
|
|
2023
Q3 | $196K | Hold |
131
| – | – | 0.02% | 318 |
|
|
2023
Q2 | $182K | Sell |
131
-3
| -2% | -$4.17K | 0.02% | 348 |
|
|
2023
Q1 | $185K | Buy |
134
+3
| +2% | +$4.13K | 0.02% | 332 |
|
|
2022
Q4 | $185K | Hold |
131
| – | – | 0.02% | 343 |
|
|
2022
Q3 | $171K | Buy |
131
+6
| +5% | +$7.83K | 0.03% | 298 |
|
|
2022
Q2 | $156K | Buy |
125
+108
| +635% | +$135K | 0.03% | 340 |
|
|
2022
Q1 | $19K | Hold |
17
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q4 | $17K | Hold |
17
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q3 | $18K | Hold |
17
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $20K | Sell |
17
-14
| -45% | -$16.5K | ﹤0.01% | 790 |
|
|
2021
Q1 | $35K | Hold |
31
| – | – | 0.01% | 559 |
|
|
2020
Q4 | $31K | Hold |
31
| – | – | 0.01% | 552 |
|
|
2020
Q3 | $24K | Hold |
31
| – | – | 0.01% | 559 |
|
|
2020
Q2 | $28K | Sell |
31
-2
| -6% | -$1.81K | 0.01% | 515 |
|
|
2020
Q1 | $30K | Buy |
33
+6
| +22% | +$5.46K | 0.01% | 433 |
|
|
2019
Q4 | $30K | Hold |
27
| – | – | 0.01% | 602 |
|
|
2019
Q3 | $29K | Sell |
27
-3
| -10% | -$3.22K | 0.01% | 592 |
|
|
2019
Q2 | $30K | Hold |
30
| – | – | 0.01% | 578 |
|
|
2019
Q1 | $27K | Hold |
30
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $25K | Buy |
+30
| New | +$25K | 0.01% | 542 |
|