Oak Thistle LLC’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-255
| Closed | -$463K | – | 543 |
|
|
2024
Q2 | $463K | Buy |
+255
| New | +$463K | 0.34% | 123 |
|
|
2023
Q4 | – | Sell |
-257
| Closed | -$384K | – | 667 |
|
|
2023
Q3 | $384K | Buy |
+257
| New | +$384K | 0.11% | 348 |
|
|
2022
Q1 | – | Sell |
-393
| Closed | -$398K | – | 526 |
|
|
2021
Q4 | $398K | Buy |
+393
| New | +$398K | 0.31% | 141 |
|