Moneta Group Investment Advisors’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 | $269K | Hold |
150
| – | – | ﹤0.01% | 590 |
|
|
2025
Q1 | $289K | Hold |
150
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $292K | Hold |
150
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $254K | Hold |
150
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $273K | Hold |
150
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $269K | Hold |
150
| – | – | ﹤0.01% | 517 |
|
|
2023
Q4 | $226K | Hold |
150
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $224K | Hold |
150
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $208K | Sell |
150
-3
| -2% | -$4.17K | ﹤0.01% | 508 |
|
|
2023
Q1 | $211K | Buy |
153
+14
| +10% | +$19.3K | 0.01% | 487 |
|
|
2022
Q4 | $212K | Buy |
+139
| New | +$212K | 0.01% | 429 |
|