Opal 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
$68.2K Sell
2025
Q1
$402K Buy
2024
Q4
$397K Buy
2024
Q3
$341K Buy
2024
Q2
$360K Sell
2024
Q1
$398K Sell
2023
Q4
$336K Buy
2023
Q3
$323K Buy
2023
Q2
$265K Sell
2023
Q1
$289K Buy
2022
Q4
$293K Sell
2022
Q3
$321K Sell
2022
Q2
$310K Sell
2022
Q1
$322K Sell
2021
Q4
$290K Sell
2021
Q3
$337K Buy
2021
Q2
$316K Sell
2021
Q1
$323K Sell
2020
Q4
$293K Buy