Mount Yale Investment Advisors’s White Mountains Insurance WTM Stock Holding History

Mount Yale Investment Advisors’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Buy
2018 Q4	–	Sell
2018 Q3	$75K	Sell
2018 Q2	$90K	Sell
2018 Q1	$109K	Buy