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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 Change in
Stake 		Trade Value 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% -$16.8K 0.13% 82
2023
Q4 		$211K Hold
140
– – 0.13% 84
2023
Q3 		$209K Buy
+140
New +$215K 0.14% 72

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