Parallel Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6K | Buy |
46
+19
| +70% | +$34.1K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $52K | Sell |
27
-6
| -18% | -$11.6K | ﹤0.01% | 1607 |
|
|
2024
Q4 | $64.2K | Buy |
33
+1
| +3% | +$1.95K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $54.3K | Sell |
32
-2
| -6% | -$3.39K | ﹤0.01% | 1572 |
|
|
2024
Q2 | $61.8K | Sell |
34
-1
| -3% | -$1.82K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $62.8K | Buy |
35
+25
| +250% | +$44.9K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $15.1K | Sell |
10
-1
| -9% | -$1.51K | ﹤0.01% | 2108 |
|
|
2023
Q3 | $16.5K | Sell |
11
-1
| -8% | -$1.5K | ﹤0.01% | 1949 |
|
|
2023
Q2 | $16.7K | Buy |
12
+1
| +9% | +$1.39K | ﹤0.01% | 1938 |
|
|
2023
Q1 | $15.2K | Hold |
11
| – | – | ﹤0.01% | 1955 |
|
|
2022
Q4 | $15.6K | Hold |
11
| – | – | ﹤0.01% | 1826 |
|
|
2022
Q3 | $14K | Buy |
11
+4
| +57% | +$5.09K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $9K | Buy |
7
+1
| +17% | +$1.29K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $7K | Sell |
6
-5
| -45% | -$5.83K | ﹤0.01% | 2184 |
|
|
2021
Q4 | $11K | Sell |
11
-6
| -35% | -$6K | ﹤0.01% | 2080 |
|
|
2021
Q3 | $18K | Buy |
17
+9
| +113% | +$9.53K | ﹤0.01% | 1787 |
|
|
2021
Q2 | $9K | Hold |
8
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q1 | $9K | Hold |
8
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q4 | $8K | Buy |
8
+5
| +167% | +$5K | ﹤0.01% | 1879 |
|
|
2020
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 2338 |
|
|
2020
Q2 | $2K | Sell |
3
-25
| -89% | -$16.7K | ﹤0.01% | 2242 |
|
|
2020
Q1 | $25K | Sell |
28
-145
| -84% | -$129K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $193K | Buy |
173
+116
| +204% | +$129K | 0.01% | 522 |
|
|
2019
Q3 | $62K | Buy |
57
+12
| +27% | +$13.1K | 0.01% | 891 |
|
|
2019
Q2 | $46K | Sell |
45
-33
| -42% | -$33.7K | ﹤0.01% | 928 |
|
|
2019
Q1 | $72K | Buy |
78
+3
| +4% | +$2.77K | 0.01% | 713 |
|
|
2018
Q4 | $64K | Sell |
75
-110
| -59% | -$93.9K | 0.01% | 676 |
|
|
2018
Q3 | $173K | Sell |
185
-63
| -25% | -$58.9K | 0.02% | 426 |
|
|
2018
Q2 | $224K | Buy |
248
+132
| +114% | +$119K | 0.03% | 322 |
|
|
2018
Q1 | $95K | Buy |
116
+102
| +729% | +$83.5K | 0.01% | 512 |
|
|
2017
Q4 | $12K | Hold |
14
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q3 | $12K | Sell |
14
-1
| -7% | -$857 | ﹤0.01% | 1228 |
|
|
2017
Q2 | $13K | Sell |
15
-20
| -57% | -$17.3K | ﹤0.01% | 1212 |
|
|
2017
Q1 | $31K | Buy |
35
+32
| +1,067% | +$28.3K | 0.01% | 805 |
|
|
2016
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 1559 |
|