McQueen Ball & Associates’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.88M | Hold |
3,361
| – | – | 1.85% | 14 |
|
|
2018
Q3 | $3.15M | Hold |
3,361
| – | – | 1.78% | 13 |
|
|
2018
Q2 | $3.05M | Sell |
3,361
-23
| -0.7% | -$20.9K | 1.84% | 12 |
|
|
2018
Q1 | $2.78M | Sell |
3,384
-7
| -0.2% | -$5.76K | 1.7% | 15 |
|
|
2017
Q4 | $2.89M | Sell |
3,391
-490
| -13% | -$417K | 1.73% | 12 |
|
|
2017
Q3 | $3.33M | Hold |
3,881
| – | – | 2.13% | 7 |
|
|
2017
Q2 | $3.37M | Hold |
3,881
| – | – | 2.22% | 7 |
|
|
2017
Q1 | $3.42K | Sell |
3,881
-28
| -0.7% | -$25 | 1.87% | 6 |
|
|
2016
Q4 | $3.27M | Hold |
3,909
| – | – | 2.18% | 6 |
|
|
2016
Q3 | $3.24M | Hold |
3,909
| – | – | 2.21% | 5 |
|
|
2016
Q2 | $3.29M | Sell |
3,909
-28
| -0.7% | -$23.6K | 2.33% | 6 |
|
|
2016
Q1 | $3.16M | Buy |
+3,937
| New | +$3.16M | 2.33% | 5 |
|