Northwestern Mutual Wealth Management’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 | $21.5K | Sell |
12
-9
| -43% | -$16.2K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $40.4K | Buy |
21
+10
| +91% | +$19.3K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $21.4K | Hold |
11
| – | – | ﹤0.01% | 2485 |
|
|
2024
Q3 | $18.7K | Buy |
11
+2
| +22% | +$3.39K | ﹤0.01% | 2491 |
|
|
2024
Q2 | $16.4K | Sell |
9
-19
| -68% | -$34.5K | ﹤0.01% | 2471 |
|
|
2024
Q1 | $50.2K | Buy |
28
+13
| +87% | +$23.3K | ﹤0.01% | 2072 |
|
|
2023
Q4 | $22.6K | Buy |
15
+6
| +67% | +$9.03K | ﹤0.01% | 2358 |
|
|
2023
Q3 | $13.5K | Hold |
9
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q2 | $12.5K | Sell |
9
-5
| -36% | -$6.94K | ﹤0.01% | 2489 |
|
|
2023
Q1 | $19.3K | Sell |
14
-10
| -42% | -$13.8K | ﹤0.01% | 2266 |
|
|
2022
Q4 | $33.9K | Buy |
24
+14
| +140% | +$19.8K | ﹤0.01% | 2047 |
|
|
2022
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q2 | $12K | Hold |
10
| – | – | ﹤0.01% | 2454 |
|
|
2022
Q1 | $11K | Hold |
10
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 2442 |
|
|
2021
Q2 | $11K | Sell |
10
-9
| -47% | -$9.9K | ﹤0.01% | 2404 |
|
|
2021
Q1 | $21K | Buy |
19
+10
| +111% | +$11.1K | ﹤0.01% | 2042 |
|
|
2020
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q3 | $7K | Hold |
9
| – | – | ﹤0.01% | 2099 |
|
|
2020
Q2 | $8K | Sell |
9
-167
| -95% | -$148K | ﹤0.01% | 1979 |
|
|
2020
Q1 | $160K | Buy |
176
+171
| +3,420% | +$155K | ﹤0.01% | 961 |
|
|
2019
Q4 | $6K | Sell |
5
-6
| -55% | -$7.2K | ﹤0.01% | 2046 |
|
|
2019
Q3 | $12K | Sell |
11
-4
| -27% | -$4.36K | ﹤0.01% | 1889 |
|
|
2019
Q2 | $15K | Buy |
15
+7
| +88% | +$7K | ﹤0.01% | 1828 |
|
|
2019
Q1 | $7K | Buy |
8
+3
| +60% | +$2.63K | ﹤0.01% | 2066 |
|
|
2018
Q4 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 2095 |
|
|
2017
Q1 | – | Sell |
-29
| Closed | -$25K | – | 2442 |
|
|
2016
Q4 | $25K | Buy |
+29
| New | +$25K | ﹤0.01% | 1282 |
|
|
2016
Q3 | – | Sell |
-27
| Closed | -$23K | – | 1545 |
|
|
2016
Q2 | $23K | Sell |
27
-8
| -23% | -$6.82K | ﹤0.01% | 1129 |
|
|
2016
Q1 | $28K | Buy |
35
+27
| +338% | +$21.6K | ﹤0.01% | 1077 |
|
|
2015
Q4 | $6K | Buy |
8
+6
| +300% | +$4.5K | ﹤0.01% | 1284 |
|
|
2015
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1593 |
|
|
2015
Q1 | – | Sell |
-8
| Closed | -$5K | – | 1853 |
|
|
2014
Q4 | $5K | Buy |
+8
| New | +$5K | ﹤0.01% | 1307 |
|
|
2013
Q3 | – | Sell |
-86
| Closed | -$49K | – | 1488 |
|
|
2013
Q2 | $49K | Buy |
+86
| New | +$49K | ﹤0.01% | 565 |
|