Perpetual Ltd’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 | $13.9M | Hold |
7,727
| – | – | 0.16% | 115 |
|
|
2025
Q1 | $14.9M | Sell |
7,727
-1,900
| -20% | -$3.66M | 0.18% | 105 |
|
|
2024
Q4 | $18.7M | Sell |
9,627
-100
| -1% | -$195K | 0.22% | 93 |
|
|
2024
Q3 | $16.5M | Sell |
9,727
-449
| -4% | -$762K | 0.18% | 95 |
|
|
2024
Q2 | $18.5M | Sell |
10,176
-3,900
| -28% | -$7.09M | 0.2% | 92 |
|
|
2024
Q1 | $25.4M | Buy |
14,076
+100
| +0.7% | +$180K | 0.25% | 81 |
|
|
2023
Q4 | $21M | Sell |
13,976
-500
| -3% | -$753K | 0.22% | 85 |
|
|
2023
Q3 | $21.7M | Sell |
14,476
-1,000
| -6% | -$1.5M | 0.22% | 83 |
|
|
2023
Q2 | $21.5M | Hold |
15,476
| – | – | 0.18% | 90 |
|
|
2023
Q1 | $21.3M | Buy |
+15,476
| New | +$21.3M | 0.18% | 91 |
|