One Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $243K | Buy |
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