One Wealth 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 | $386K | Hold |
215
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $414K | Hold |
215
| – | – | 0.06% | 170 |
|
|
2024
Q4 | $418K | Hold |
215
| – | – | 0.06% | 146 |
|
|
2024
Q3 | $365K | Hold |
215
| – | – | 0.06% | 170 |
|
|
2024
Q2 | $366K | Buy |
215
+6
| +3% | +$10.2K | 0.08% | 139 |
|
|
2024
Q1 | $375K | Buy |
209
+1
| +0.5% | +$1.79K | 0.07% | 157 |
|
|
2023
Q4 | $313K | Buy |
208
+2
| +1% | +$3.01K | 0.06% | 153 |
|
|
2023
Q3 | $308K | Sell |
206
-6
| -3% | -$8.97K | 0.07% | 136 |
|
|
2023
Q2 | $294K | Buy |
212
+4
| +2% | +$5.56K | 0.06% | 147 |
|
|
2023
Q1 | $287K | Hold |
208
| – | – | 0.07% | 152 |
|
|
2022
Q4 | $294K | Buy |
208
+1
| +0.5% | +$1.41K | 0.07% | 149 |
|
|
2022
Q3 | $270K | Hold |
207
| – | – | 0.09% | 129 |
|
|
2022
Q2 | $258K | Hold |
207
| – | – | 0.07% | 153 |
|
|
2022
Q1 | $235K | Buy |
+207
| New | +$235K | 0.06% | 183 |
|
|
2021
Q4 | – | Sell |
-212
| Closed | -$227K | – | 215 |
|
|
2021
Q3 | $227K | Hold |
212
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $243K | Buy |
+212
| New | +$243K | 0.08% | 147 |
|