MUFG Americas’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 820 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 838 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 931 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 939 |
|
|
2015
Q2 | – | Sell |
-55
| Closed | -$38K | – | 1283 |
|
|
2015
Q1 | $38K | Buy |
55
+6
| +12% | +$4.15K | ﹤0.01% | 714 |
|
|
2014
Q4 | $31K | Buy |
49
+1
| +2% | +$633 | ﹤0.01% | 750 |
|
|
2014
Q3 | $30K | Buy |
48
+6
| +14% | +$3.75K | ﹤0.01% | 762 |
|
|
2014
Q2 | $26K | Buy |
42
+25
| +147% | +$15.5K | ﹤0.01% | 798 |
|
|
2014
Q1 | $10K | Hold |
17
| – | – | ﹤0.01% | 906 |
|
|
2013
Q4 | $10K | Buy |
17
+6
| +55% | +$3.53K | ﹤0.01% | 919 |
|
|
2013
Q3 | $6K | Buy |
+11
| New | +$6K | ﹤0.01% | 1070 |
|