Mount Yale 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	$136K	Buy	+76	New	+$136K	0.01%	605
2018 Q4	–	Sell	-84	Closed	-$75K	–	792
2018 Q3	$75K	Sell	84 -15	-15%	-$13.4K	0.01%	525
2018 Q2	$90K	Sell	99 -34	-26%	-$30.9K	0.02%	496
2018 Q1	$109K	Buy	+133	New	+$109K	0.02%	428