Patriot Financial Group Insurance Agency’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3
| Closed | -$3K | – | 2272 |
|
|
2021
Q4 | $3K | Hold |
3
| – | – | ﹤0.01% | 1894 |
|
|
2021
Q3 | $3K | Sell |
3
-1
| -25% | -$1K | ﹤0.01% | 1886 |
|
|
2021
Q2 | $5K | Sell |
4
-1
| -20% | -$1.25K | ﹤0.01% | 1675 |
|
|
2021
Q1 | $6K | Hold |
5
| – | – | ﹤0.01% | 1517 |
|
|
2020
Q4 | $5K | Hold |
5
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 1324 |
|
|
2020
Q2 | $4K | Hold |
5
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q1 | $5K | Hold |
5
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q4 | $6K | Buy |
5
+3
| +150% | +$3.6K | ﹤0.01% | 956 |
|
|
2019
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1053 |
|