Oppenheimer Asset Management’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 | $2.45M | Buy |
1,363
+28
| +2% | +$50.3K | 0.03% | 494 |
|
|
2025
Q1 | $2.57M | Sell |
1,335
-212
| -14% | -$408K | 0.03% | 463 |
|
|
2024
Q4 | $3.01M | Buy |
1,547
+105
| +7% | +$204K | 0.04% | 436 |
|
|
2024
Q3 | $2.45M | Sell |
1,442
-10
| -0.7% | -$17K | 0.03% | 487 |
|
|
2024
Q2 | $2.64M | Buy |
1,452
+47
| +3% | +$85.4K | 0.03% | 459 |
|
|
2024
Q1 | $2.52M | Sell |
1,405
-62
| -4% | -$111K | 0.04% | 423 |
|
|
2023
Q4 | $2.21M | Sell |
1,467
-52
| -3% | -$78.3K | 0.03% | 489 |
|
|
2023
Q3 | $2.27M | Sell |
1,519
-203
| -12% | -$304K | 0.03% | 447 |
|
|
2023
Q2 | $2.39M | Sell |
1,722
-10
| -0.6% | -$13.9K | 0.04% | 454 |
|
|
2023
Q1 | $2.39M | Sell |
1,732
-255
| -13% | -$351K | 0.04% | 447 |
|
|
2022
Q4 | $2.81M | Sell |
1,987
-74
| -4% | -$105K | 0.05% | 392 |
|
|
2022
Q3 | $2.69M | Sell |
2,061
-45
| -2% | -$58.6K | 0.05% | 377 |
|
|
2022
Q2 | $2.63M | Sell |
2,106
-288
| -12% | -$359K | 0.04% | 391 |
|
|
2022
Q1 | $2.72M | Buy |
2,394
+29
| +1% | +$32.9K | 0.04% | 438 |
|
|
2021
Q4 | $2.4M | Sell |
2,365
-201
| -8% | -$204K | 0.03% | 499 |
|
|
2021
Q3 | $2.74M | Buy |
2,566
+401
| +19% | +$429K | 0.04% | 430 |
|
|
2021
Q2 | $2.49M | Sell |
2,165
-398
| -16% | -$457K | 0.04% | 466 |
|
|
2021
Q1 | $2.86M | Buy |
2,563
+93
| +4% | +$104K | 0.04% | 416 |
|
|
2020
Q4 | $2.47M | Buy |
2,470
+1,092
| +79% | +$1.09M | 0.04% | 415 |
|
|
2020
Q3 | $1.07M | Buy |
1,378
+25
| +2% | +$19.5K | 0.02% | 594 |
|
|
2020
Q2 | $1.2M | Sell |
1,353
-274
| -17% | -$243K | 0.02% | 541 |
|
|
2020
Q1 | $1.48M | Sell |
1,627
-709
| -30% | -$645K | 0.04% | 420 |
|
|
2019
Q4 | $2.61M | Sell |
2,336
-46
| -2% | -$51.3K | 0.06% | 349 |
|
|
2019
Q3 | $2.57M | Sell |
2,382
-72
| -3% | -$77.8K | 0.06% | 342 |
|
|
2019
Q2 | $2.51M | Sell |
2,454
-80
| -3% | -$81.7K | 0.06% | 348 |
|
|
2019
Q1 | $2.35M | Sell |
2,534
-48
| -2% | -$44.4K | 0.05% | 355 |
|
|
2018
Q4 | $2.22M | Sell |
2,582
-85
| -3% | -$72.9K | 0.05% | 347 |
|
|
2018
Q3 | $2.5M | Sell |
2,667
-156
| -6% | -$146K | 0.06% | 356 |
|
|
2018
Q2 | $2.56M | Sell |
2,823
-6
| -0.2% | -$5.44K | 0.06% | 342 |
|
|
2018
Q1 | $2.33M | Sell |
2,829
-116
| -4% | -$95.4K | 0.06% | 344 |
|
|
2017
Q4 | $2.52M | Hold |
2,945
| – | – | 0.07% | 317 |
|
|
2017
Q3 | $2.52M | Buy |
2,945
+303
| +11% | +$260K | 0.07% | 319 |
|
|
2017
Q2 | $2.3M | Sell |
2,642
-85
| -3% | -$73.8K | 0.06% | 328 |
|
|
2017
Q1 | $2.4M | Buy |
+2,727
| New | +$2.4M | 0.07% | 307 |
|