NewEdge 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 | $305K | Hold |
170
| – | – | ﹤0.01% | 2012 |
|
|
2025
Q1 | $327K | Buy |
170
+25
| +17% | +$48.1K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $282K | Buy |
145
+134
| +1,218% | +$261K | ﹤0.01% | 1912 |
|
|
2024
Q3 | $18.7K | Hold |
11
| – | – | ﹤0.01% | 2736 |
|
|
2024
Q2 | $20K | Hold |
11
| – | – | ﹤0.01% | 2624 |
|
|
2024
Q1 | $19.7K | Hold |
11
| – | – | ﹤0.01% | 2630 |
|
|
2023
Q4 | $16.6K | Sell |
11
-5
| -31% | -$7.53K | ﹤0.01% | 2647 |
|
|
2023
Q3 | $23.9K | Buy |
+16
| New | +$23.9K | ﹤0.01% | 2335 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$8.26K | – | 3649 |
|
|
2023
Q1 | $8.26K | Buy |
6
+4
| +200% | +$5.51K | ﹤0.01% | 2624 |
|
|
2022
Q4 | $3 | Buy |
+2
| New | +$3 | ﹤0.01% | 3915 |
|