Phocas Financial Corp’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 | $9.68M | Buy |
5,392
+1
| +0% | +$1.8K | 1.39% | 17 |
|
|
2025
Q1 | $10.4M | Sell |
5,391
-311
| -5% | -$599K | 1.59% | 10 |
|
|
2024
Q4 | $11.1M | Buy |
+5,702
| New | +$11.1M | 1.48% | 12 |
|
|
2024
Q1 | – | Sell |
-5,113
| Closed | -$7.7M | – | 166 |
|
|
2023
Q4 | $7.7M | Buy |
5,113
+97
| +2% | +$146K | 1.02% | 32 |
|
|
2023
Q3 | $7.5M | Sell |
5,016
-6
| -0.1% | -$8.97K | 1.09% | 30 |
|
|
2023
Q2 | $6.98M | Sell |
5,022
-35
| -0.7% | -$48.6K | 0.95% | 34 |
|
|
2023
Q1 | $6.97M | Buy |
5,057
+51
| +1% | +$70.3K | 1% | 35 |
|
|
2022
Q4 | $7.08M | Sell |
5,006
-1,631
| -25% | -$2.31M | 1.02% | 32 |
|
|
2022
Q3 | $8.65M | Buy |
6,637
+214
| +3% | +$279K | 1.34% | 10 |
|
|
2022
Q2 | $8M | Sell |
6,423
-66
| -1% | -$82.2K | 1.2% | 12 |
|
|
2022
Q1 | $7.37M | Sell |
6,489
-104
| -2% | -$118K | 0.92% | 37 |
|
|
2021
Q4 | $6.69M | Buy |
+6,593
| New | +$6.69M | 0.85% | 51 |
|