MGO One Seven’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 | $314K | Hold |
175
| – | – | 0.01% | 904 |
|
|
2025
Q1 | $337K | Sell |
175
-1
| -0.6% | -$1.93K | 0.01% | 762 |
|
|
2024
Q4 | $342K | Buy |
+176
| New | +$342K | 0.01% | 781 |
|
|
2023
Q2 | – | Sell |
-3,531
| Closed | -$4.86M | – | 917 |
|
|
2023
Q1 | $4.86M | Buy |
+3,531
| New | +$4.86M | 0.31% | 85 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$4K | – | 1647 |
|
|
2018
Q4 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 1442 |
|
|
2018
Q1 | $4K | Hold |
5
| – | – | ﹤0.01% | 1391 |
|
|
2017
Q4 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 1368 |
|