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New Potomac Partners’s White Mountains Insurance WTM Stock Holding History

New Potomac Partners’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$221K Hold
130
– – 0.11% 83
2024
Q2 		$236K Hold
130
– – 0.13% 82
2024
Q1 		$233K Sell
130
-10
-7% -$17.9K 0.13% 82
2023
Q4 		$211K Hold
140
– – 0.13% 84
2023
Q3 		$209K Buy
+140
New +$209K 0.14% 72