Osaic Holdings’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 | $741K | Buy |
382
+11
| +3% | +$21.3K | ﹤0.01% | 2458 |
|
|
2025
Q1 | $714K | Sell |
371
-155
| -29% | -$298K | ﹤0.01% | 2537 |
|
|
2024
Q4 | $1.02M | Buy |
526
+140
| +36% | +$272K | ﹤0.01% | 2175 |
|
|
2024
Q3 | $655K | Sell |
386
-208
| -35% | -$353K | ﹤0.01% | 2625 |
|
|
2024
Q2 | $1.08M | Buy |
594
+231
| +64% | +$420K | ﹤0.01% | 2141 |
|
|
2024
Q1 | $651K | Sell |
363
-729
| -67% | -$1.31M | ﹤0.01% | 2720 |
|
|
2023
Q4 | $1.64M | Sell |
1,092
-366
| -25% | -$551K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $2.18M | Buy |
1,458
+388
| +36% | +$580K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $1.49M | Sell |
1,070
-31
| -3% | -$43.1K | ﹤0.01% | 2134 |
|
|
2023
Q1 | $1.52M | Buy |
1,101
+20
| +2% | +$27.6K | ﹤0.01% | 2072 |
|
|
2022
Q4 | $1.53M | Sell |
1,081
-22
| -2% | -$31.1K | ﹤0.01% | 1970 |
|
|
2022
Q3 | $1.44M | Buy |
1,103
+45
| +4% | +$58.6K | ﹤0.01% | 1891 |
|
|
2022
Q2 | $1.32M | Sell |
1,058
-958
| -48% | -$1.19M | ﹤0.01% | 2014 |
|
|
2022
Q1 | $5.85M | Sell |
2,016
-5
| -0.2% | -$14.5K | 0.01% | 1079 |
|
|
2021
Q4 | $2.05M | Buy |
2,021
+354
| +21% | +$359K | ﹤0.01% | 1757 |
|
|
2021
Q3 | $1.78M | Sell |
1,667
-374
| -18% | -$400K | ﹤0.01% | 1815 |
|
|
2021
Q2 | $2.35M | Buy |
2,041
+114
| +6% | +$131K | 0.01% | 1572 |
|
|
2021
Q1 | $2.15M | Buy |
1,927
+42
| +2% | +$46.8K | 0.01% | 1546 |
|
|
2020
Q4 | $1.89M | Buy |
1,885
+41
| +2% | +$41K | 0.01% | 1494 |
|
|
2020
Q3 | $1.44M | Buy |
1,844
+996
| +117% | +$780K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $752K | Sell |
848
-52
| -6% | -$46.1K | ﹤0.01% | 1983 |
|
|
2020
Q1 | $820K | Buy |
+900
| New | +$820K | ﹤0.01% | 1685 |
|