Madison Avenue Partners’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31,496
| Closed | -$39.2M | – | 22 |
|
|
2022
Q2 | $39.2M | Buy |
31,496
+21,496
| +215% | +$26.8M | 8.03% | 4 |
|
|
2022
Q1 | $11.4M | Buy |
+10,000
| New | +$11.4M | 2.12% | 12 |
|
|
2021
Q3 | – | Sell |
-20,745
| Closed | -$23.8M | – | 20 |
|
|
2021
Q2 | $23.8M | Sell |
20,745
-11,771
| -36% | -$13.5M | 7.11% | 6 |
|
|
2021
Q1 | $36.3M | Buy |
+32,516
| New | +$36.3M | 11.11% | 4 |
|