Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5
| Closed | -$6K | – | 1130 |
|
|
2021
Q1 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 759 |
|
|
2017
Q3 | – | Sell |
-31
| Closed | -$27K | – | 872 |
|
|
2017
Q2 | $27K | Hold |
31
| – | – | 0.02% | 433 |
|
|
2017
Q1 | $27K | Hold |
31
| – | – | 0.02% | 430 |
|
|
2016
Q4 | $26K | Hold |
31
| – | – | 0.02% | 448 |
|
|
2016
Q3 | $26K | Hold |
31
| – | – | 0.02% | 435 |
|
|
2016
Q2 | $26K | Hold |
31
| – | – | 0.02% | 392 |
|
|
2016
Q1 | $25K | Hold |
31
| – | – | 0.02% | 356 |
|
|
2015
Q4 | $23K | Hold |
31
| – | – | 0.02% | 423 |
|
|
2015
Q3 | $23K | Hold |
31
| – | – | 0.02% | 361 |
|
|
2015
Q2 | $20K | Hold |
31
| – | – | 0.01% | 419 |
|
|
2015
Q1 | $21K | Hold |
31
| – | – | 0.01% | 402 |
|
|
2014
Q4 | $20K | Hold |
31
| – | – | 0.01% | 407 |
|
|
2014
Q3 | $20K | Hold |
31
| – | – | 0.02% | 406 |
|
|
2014
Q2 | $19K | Hold |
31
| – | – | 0.02% | 394 |
|
|
2014
Q1 | $19K | Hold |
31
| – | – | 0.02% | 263 |
|
|
2013
Q4 | $19K | Hold |
31
| – | – | 0.01% | 361 |
|
|
2013
Q3 | $18K | Hold |
31
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $18K | Buy |
+31
| New | +$18K | 0.01% | 255 |
|