Loomis, Sayles & Company’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$15K | – | 986 |
|
|
2023
Q4 | $15K | Buy |
10
+4
| +67% | +$6K | ﹤0.01% | 726 |
|
|
2023
Q3 | $9K | Buy |
6
+2
| +50% | +$3K | ﹤0.01% | 823 |
|
|
2023
Q2 | $6K | Hold |
4
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $6K | Sell |
4
-23
| -85% | -$34.5K | ﹤0.01% | 908 |
|
|
2022
Q4 | $38K | Buy |
27
+26
| +2,600% | +$36.6K | ﹤0.01% | 644 |
|
|
2022
Q3 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 935 |
|
|
2022
Q2 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 753 |
|
|
2021
Q4 | – | Sell |
-9
| Closed | -$10K | – | 916 |
|
|
2021
Q3 | $10K | Buy |
+9
| New | +$10K | ﹤0.01% | 817 |
|