Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $214K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $252K | Buy |
|
|||||
|
2021
Q3 | $261K | Hold |
|
|||||
|
2021
Q2 | $280K | Hold |
|
|||||
|
2021
Q1 | $272K | Sell |
|
|||||
|
2020
Q4 | $494K | Hold |
|
|||||
|
2020
Q3 | $385K | Sell |
|
|||||
|
2020
Q2 | $572K | Hold |
|
|||||
|
2020
Q1 | $586K | Hold |
|
|||||
|
2019
Q4 | $718K | Hold |
|
|||||
|
2019
Q3 | $695K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $689K | Buy |
|