Park Avenue Securities’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 | $1.14M | Buy |
+637
| New | +$1.14M | 0.01% | 723 |
|
|
2025
Q1 | – | Sell |
-598
| Closed | -$1.16M | – | 1543 |
|
|
2024
Q4 | $1.16M | Buy |
598
+71
| +13% | +$138K | 0.01% | 685 |
|
|
2024
Q3 | $894K | Sell |
527
-38
| -7% | -$64.5K | 0.01% | 730 |
|
|
2024
Q2 | $1.03M | Buy |
565
+38
| +7% | +$69.1K | 0.01% | 658 |
|
|
2024
Q1 | $946K | Buy |
527
+2
| +0.4% | +$3.59K | 0.01% | 695 |
|
|
2023
Q4 | $790K | Buy |
525
+25
| +5% | +$37.6K | 0.01% | 720 |
|
|
2023
Q3 | $748K | Buy |
+500
| New | +$748K | 0.01% | 681 |
|
|
2023
Q1 | – | Sell |
-306
| Closed | -$433K | – | 1174 |
|
|
2022
Q4 | $433K | Buy |
306
+21
| +7% | +$29.7K | 0.01% | 834 |
|
|
2022
Q3 | $371K | Buy |
285
+42
| +17% | +$54.7K | 0.01% | 833 |
|
|
2022
Q2 | $303K | Buy |
+243
| New | +$303K | 0.01% | 914 |
|