Parkside Financial Bank & Trust’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 | $127K | Buy |
71
+5
| +8% | +$8.98K | 0.01% | 572 |
|
|
2025
Q1 | $127K | Buy |
66
+1
| +2% | +$1.93K | 0.02% | 498 |
|
|
2024
Q4 | $126K | Buy |
65
+4
| +7% | +$7.78K | 0.02% | 498 |
|
|
2024
Q3 | $103K | Buy |
61
+2
| +3% | +$3.39K | 0.01% | 539 |
|
|
2024
Q2 | $107K | Buy |
59
+3
| +5% | +$5.45K | 0.02% | 501 |
|
|
2024
Q1 | $100K | Buy |
56
+9
| +19% | +$16.1K | 0.02% | 525 |
|
|
2023
Q4 | $70.7K | Sell |
47
-22
| -32% | -$33.1K | 0.01% | 584 |
|
|
2023
Q3 | $103K | Buy |
69
+11
| +19% | +$16.5K | 0.02% | 404 |
|
|
2023
Q2 | $80.6K | Buy |
58
+2
| +4% | +$2.78K | 0.02% | 469 |
|
|
2023
Q1 | $77.1K | Buy |
56
+5
| +10% | +$6.89K | 0.02% | 459 |
|
|
2022
Q4 | $72.1K | Buy |
51
+1
| +2% | +$1.41K | 0.02% | 462 |
|
|
2022
Q3 | $65K | Sell |
50
-1
| -2% | -$1.3K | 0.02% | 444 |
|
|
2022
Q2 | $64K | Hold |
51
| – | – | 0.02% | 453 |
|
|
2022
Q1 | $58K | Sell |
51
-1
| -2% | -$1.14K | 0.02% | 504 |
|
|
2021
Q4 | $53K | Sell |
52
-5
| -9% | -$5.1K | 0.01% | 515 |
|
|
2021
Q3 | $61K | Buy |
57
+1
| +2% | +$1.07K | 0.02% | 454 |
|
|
2021
Q2 | $64K | Sell |
56
-2
| -3% | -$2.29K | 0.02% | 443 |
|
|
2021
Q1 | $64K | Sell |
58
-3
| -5% | -$3.31K | 0.02% | 418 |
|
|
2020
Q4 | $61K | Sell |
61
-1
| -2% | -$1K | 0.02% | 411 |
|
|
2020
Q3 | $48K | Sell |
62
-8
| -11% | -$6.19K | 0.02% | 426 |
|
|
2020
Q2 | $62K | Buy |
70
+11
| +19% | +$9.74K | 0.02% | 377 |
|
|
2020
Q1 | $54K | Buy |
59
+1
| +2% | +$915 | 0.02% | 361 |
|
|
2019
Q4 | $65K | Buy |
58
+7
| +14% | +$7.85K | 0.02% | 378 |
|
|
2019
Q3 | $55K | Hold |
51
| – | – | 0.02% | 393 |
|
|
2019
Q2 | $52K | Buy |
51
+5
| +11% | +$5.1K | 0.02% | 401 |
|
|
2019
Q1 | $43K | Buy |
46
+15
| +48% | +$14K | 0.01% | 410 |
|
|
2018
Q4 | $27K | Buy |
31
+4
| +15% | +$3.48K | 0.01% | 493 |
|
|
2018
Q3 | $25K | Hold |
27
| – | – | 0.01% | 546 |
|
|
2018
Q2 | $25K | Buy |
27
+1
| +4% | +$926 | 0.01% | 532 |
|
|
2018
Q1 | $22K | Sell |
26
-2
| -7% | -$1.69K | 0.01% | 551 |
|
|
2017
Q4 | $24K | Buy |
+28
| New | +$24K | 0.01% | 523 |
|