LPL Financial’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
Q2 | $3.56M | Buy |
1,985
+115
| +6% | +$206K | ﹤0.01% | 2573 |
|
|
2025
Q1 | $3.6M | Buy |
1,870
+107
| +6% | +$206K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $3.43M | Buy |
1,763
+501
| +40% | +$975K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $2.14M | Buy |
1,262
+172
| +16% | +$292K | ﹤0.01% | 2639 |
|
|
2024
Q2 | $1.98M | Buy |
1,090
+35
| +3% | +$63.6K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $1.89M | Buy |
1,055
+28
| +3% | +$50.2K | ﹤0.01% | 2559 |
|
|
2023
Q4 | $1.55M | Buy |
1,027
+24
| +2% | +$36.1K | ﹤0.01% | 2635 |
|
|
2023
Q3 | $1.5M | Sell |
1,003
-39
| -4% | -$58.3K | ﹤0.01% | 2543 |
|
|
2023
Q2 | $1.45M | Sell |
1,042
-106
| -9% | -$147K | ﹤0.01% | 2521 |
|
|
2023
Q1 | $1.58M | Buy |
1,148
+38
| +3% | +$52.4K | ﹤0.01% | 2347 |
|
|
2022
Q4 | $1.57M | Buy |
1,110
+22
| +2% | +$31.1K | ﹤0.01% | 2268 |
|
|
2022
Q3 | $1.42M | Buy |
1,088
+28
| +3% | +$36.5K | ﹤0.01% | 2249 |
|
|
2022
Q2 | $1.32M | Buy |
1,060
+97
| +10% | +$121K | ﹤0.01% | 2338 |
|
|
2022
Q1 | $1.09M | Buy |
963
+1
| +0.1% | +$1.14K | ﹤0.01% | 2533 |
|
|
2021
Q4 | $975K | Buy |
962
+89
| +10% | +$90.2K | ﹤0.01% | 2676 |
|
|
2021
Q3 | $934K | Buy |
873
+329
| +60% | +$352K | ﹤0.01% | 2659 |
|
|
2021
Q2 | $625K | Buy |
544
+37
| +7% | +$42.5K | ﹤0.01% | 2956 |
|
|
2021
Q1 | $565K | Sell |
507
-17
| -3% | -$18.9K | ﹤0.01% | 2912 |
|
|
2020
Q4 | $524K | Buy |
524
+26
| +5% | +$26K | ﹤0.01% | 2704 |
|
|
2020
Q3 | $388K | Buy |
498
+133
| +36% | +$104K | ﹤0.01% | 2677 |
|
|
2020
Q2 | $324K | Buy |
+365
| New | +$324K | ﹤0.01% | 2764 |
|
|
2014
Q2 | – | Sell |
-481
| Closed | -$289K | – | 2756 |
|
|
2014
Q1 | $289K | Buy |
481
+32
| +7% | +$19.2K | ﹤0.01% | 2153 |
|
|
2013
Q4 | $271K | Sell |
449
-11
| -2% | -$6.64K | ﹤0.01% | 2199 |
|
|
2013
Q3 | $266K | Buy |
460
+22
| +5% | +$12.7K | ﹤0.01% | 2107 |
|
|
2013
Q2 | $252K | Buy |
+438
| New | +$252K | ﹤0.01% | 2027 |
|