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