Markston International’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $172K | Hold |
170
| – | – | 0.17% | 76 |
|
2021
Q3 | $182K | Hold |
170
| – | – | 0.17% | 77 |
|
2021
Q2 | $195K | Hold |
170
| – | – | 0.12% | 78 |
|
2021
Q1 | $190K | Hold |
170
| – | – | 0.02% | 85 |
|
2020
Q4 | $170K | Sell |
170
-5
| -3% | -$5K | 0.02% | 86 |
|
2020
Q3 | $136K | Hold |
175
| – | – | 0.02% | 89 |
|
2020
Q2 | $155K | Hold |
175
| – | – | 0.02% | 91 |
|
2020
Q1 | $159K | Sell |
175
-15
| -8% | -$13.6K | 0.02% | 89 |
|
2019
Q4 | $212K | Hold |
190
| – | – | 0.02% | 91 |
|
2019
Q3 | $205K | Hold |
190
| – | – | 0.02% | 90 |
|
2019
Q2 | $194K | Hold |
190
| – | – | 0.02% | 92 |
|
2019
Q1 | $176K | Hold |
190
| – | – | 0.02% | 92 |
|
2018
Q4 | $163K | Hold |
190
| – | – | 0.02% | 94 |
|
2018
Q3 | $178K | Hold |
190
| – | – | 0.02% | 97 |
|
2018
Q2 | $173K | Hold |
190
| – | – | 0.02% | 98 |
|
2018
Q1 | $156K | Buy |
190
+15
| +9% | +$12.3K | 0.02% | 108 |
|
2017
Q4 | $149K | Hold |
175
| – | – | 0.02% | 113 |
|
2017
Q3 | $150K | Hold |
175
| – | – | 0.02% | 114 |
|
2017
Q2 | $152K | Hold |
175
| – | – | 0.01% | 116 |
|
2017
Q1 | $154K | Sell |
175
-25
| -13% | -$22K | 0.02% | 119 |
|
2016
Q4 | $167K | Hold |
200
| – | – | 0.02% | 133 |
|
2016
Q3 | $166K | Hold |
200
| – | – | 0.02% | 130 |
|
2016
Q2 | $168K | Hold |
200
| – | – | 0.02% | 131 |
|
2016
Q1 | $161K | Hold |
200
| – | – | 0.02% | 127 |
|
2015
Q4 | $145K | Hold |
200
| – | – | 0.01% | 132 |
|
2015
Q3 | $149K | Hold |
200
| – | – | 0.01% | 133 |
|
2015
Q2 | $131K | Hold |
200
| – | – | 0.01% | 134 |
|
2015
Q1 | $137K | Hold |
200
| – | – | 0.01% | 137 |
|
2014
Q4 | $126K | Hold |
200
| – | – | 0.01% | 145 |
|
2014
Q3 | $126K | Hold |
200
| – | – | 0.01% | 148 |
|
2014
Q2 | $122K | Hold |
200
| – | – | 0.01% | 146 |
|
2014
Q1 | $120K | Hold |
200
| – | – | 0.01% | 146 |
|
2013
Q4 | $121K | Hold |
200
| – | – | 0.01% | 149 |
|
2013
Q3 | $114K | Hold |
200
| – | – | 0.01% | 152 |
|
2013
Q2 | $115K | Buy |
+200
| New | +$115K | 0.01% | 158 |
|