OWA
Opal Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.2K | Sell |
38
-171
| -82% | -$307K | 0.02% | 326 |
|
|
2025
Q1 | $402K | Buy |
209
+5
| +2% | +$9.63K | 0.12% | 98 |
|
|
2024
Q4 | $397K | Buy |
204
+3
| +1% | +$5.84K | 0.12% | 105 |
|
|
2024
Q3 | $341K | Buy |
201
+3
| +2% | +$5.09K | 0.11% | 112 |
|
|
2024
Q2 | $360K | Sell |
198
-24
| -11% | -$43.6K | 0.12% | 102 |
|
|
2024
Q1 | $398K | Sell |
222
-1
| -0.4% | -$1.79K | 0.14% | 102 |
|
|
2023
Q4 | $336K | Buy |
223
+7
| +3% | +$10.5K | 0.13% | 117 |
|
|
2023
Q3 | $323K | Buy |
216
+25
| +13% | +$37.4K | 0.19% | 89 |
|
|
2023
Q2 | $265K | Sell |
191
-19
| -9% | -$26.4K | 0.13% | 112 |
|
|
2023
Q1 | $289K | Buy |
210
+3
| +1% | +$4.13K | 0.17% | 75 |
|
|
2022
Q4 | $293K | Sell |
207
-39
| -16% | -$55.2K | 0.16% | 83 |
|
|
2022
Q3 | $321K | Sell |
246
-3
| -1% | -$3.92K | 0.23% | 60 |
|
|
2022
Q2 | $310K | Sell |
249
-34
| -12% | -$42.3K | 0.21% | 69 |
|
|
2022
Q1 | $322K | Sell |
283
-3
| -1% | -$3.41K | 0.28% | 61 |
|
|
2021
Q4 | $290K | Sell |
286
-29
| -9% | -$29.4K | 0.18% | 86 |
|
|
2021
Q3 | $337K | Buy |
315
+40
| +15% | +$42.8K | 0.32% | 42 |
|
|
2021
Q2 | $316K | Sell |
275
-15
| -5% | -$17.2K | 0.29% | 50 |
|
|
2021
Q1 | $323K | Sell |
290
-3
| -1% | -$3.34K | 0.35% | 37 |
|
|
2020
Q4 | $293K | Buy |
+293
| New | +$293K | 0.37% | 40 |
|