Personal Capital Advisors’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
Q4 | $214K | Buy |
+151
| New | +$214K | ﹤0.01% | 453 |
|
|
2022
Q1 | – | Sell |
-249
| Closed | -$252K | – | 560 |
|
|
2021
Q4 | $252K | Buy |
249
+5
| +2% | +$5.06K | ﹤0.01% | 471 |
|
|
2021
Q3 | $261K | Hold |
244
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $280K | Hold |
244
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $272K | Sell |
244
-250
| -51% | -$279K | ﹤0.01% | 410 |
|
|
2020
Q4 | $494K | Hold |
494
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $385K | Sell |
494
-150
| -23% | -$117K | ﹤0.01% | 304 |
|
|
2020
Q2 | $572K | Hold |
644
| – | – | ﹤0.01% | 245 |
|
|
2020
Q1 | $586K | Hold |
644
| – | – | 0.01% | 246 |
|
|
2019
Q4 | $718K | Hold |
644
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $695K | Buy |
+644
| New | +$695K | 0.01% | 235 |
|
|
2019
Q2 | – | Sell |
-744
| Closed | -$689K | – | 346 |
|
|
2019
Q1 | $689K | Buy |
+744
| New | +$689K | 0.01% | 225 |
|