Mitsubishi UFJ Trust & Banking’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 | $857K | Sell |
477
-331
| -41% | -$594K | ﹤0.01% | 870 |
|
|
2025
Q1 | $1.56M | Sell |
808
-408
| -34% | -$786K | ﹤0.01% | 834 |
|
|
2024
Q4 | $2.37M | Buy |
1,216
+34
| +3% | +$66.1K | 0.01% | 809 |
|
|
2024
Q3 | $2M | Buy |
1,182
+548
| +86% | +$930K | ﹤0.01% | 832 |
|
|
2024
Q2 | $1.15M | Buy |
634
+260
| +70% | +$473K | ﹤0.01% | 856 |
|
|
2024
Q1 | $662K | Sell |
374
-43
| -10% | -$76.1K | ﹤0.01% | 891 |
|
|
2023
Q4 | $628K | Sell |
417
-6
| -1% | -$9.03K | ﹤0.01% | 888 |
|
|
2023
Q3 | $633K | Buy |
423
+153
| +57% | +$229K | ﹤0.01% | 878 |
|
|
2023
Q2 | $375K | Buy |
+270
| New | +$375K | ﹤0.01% | 924 |
|
|
2022
Q2 | – | Sell |
-1,295
| Closed | -$1.47M | – | 1325 |
|
|
2022
Q1 | $1.47M | Sell |
1,295
-218
| -14% | -$248K | ﹤0.01% | 833 |
|
|
2021
Q4 | $1.53M | Buy |
1,513
+64
| +4% | +$64.9K | ﹤0.01% | 852 |
|
|
2021
Q3 | $1.55M | Buy |
1,449
+400
| +38% | +$428K | ﹤0.01% | 865 |
|
|
2021
Q2 | $1.2M | Sell |
1,049
-58
| -5% | -$66.6K | ﹤0.01% | 904 |
|
|
2021
Q1 | $1.11M | Buy |
1,107
+107
| +11% | +$107K | ﹤0.01% | 851 |
|
|
2020
Q4 | $1M | Buy |
1,000
+300
| +43% | +$300K | ﹤0.01% | 917 |
|
|
2020
Q3 | $545K | Hold |
700
| – | – | ﹤0.01% | 997 |
|
|
2020
Q2 | $622K | Sell |
700
-100
| -13% | -$88.9K | ﹤0.01% | 941 |
|
|
2020
Q1 | $728K | Hold |
800
| – | – | ﹤0.01% | 885 |
|
|
2019
Q4 | $892K | Sell |
800
-100
| -11% | -$112K | ﹤0.01% | 921 |
|
|
2019
Q3 | $972K | Buy |
+900
| New | +$972K | ﹤0.01% | 901 |
|