Parkside Financial Bank & Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $114K | Sell |
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|
2025
Q2 | $127K | Buy |
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|
2025
Q1 | $127K | Buy |
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|
2024
Q4 | $126K | Buy |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $70.7K | Sell |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $80.6K | Buy |
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|
2023
Q1 | $77.1K | Buy |
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|
2022
Q4 | $72.1K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $61K | Sell |
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|
2020
Q3 | $48K | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $54K | Buy |
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|
2019
Q4 | $65K | Buy |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $24K | Buy |
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