Phocas Financial Corp’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 | $9.2M | Buy |
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|
2025
Q2 | $9.68M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $7.5M | Sell |
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|
2023
Q2 | $6.97M | Sell |
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|
2023
Q1 | $6.97M | Buy |
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|
2022
Q4 | $7.08M | Sell |
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|
2022
Q3 | $8.65M | Buy |
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|
2022
Q2 | $8M | Sell |
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|
2022
Q1 | $7.37M | Sell |
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|
2021
Q4 | $6.68M | Buy |
|