Plante Moran Financial 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
2021 Q2	–	Sell	-5	Closed	-$6K	–	1130
2021 Q1	$6K	Buy	+5	New	+$5.59K	﹤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%	431
2016 Q4	$26K	Hold	31	–	–	0.02%	449
2016 Q3	$26K	Hold	31	–	–	0.02%	436
2016 Q2	$26K	Hold	31	–	–	0.02%	393
2016 Q1	$25K	Hold	31	–	–	0.02%	356
2015 Q4	$23K	Hold	31	–	–	0.02%	423
2015 Q3	$23K	Hold	31	–	–	0.02%	362
2015 Q2	$20K	Hold	31	–	–	0.01%	420
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	+$18.1K	0.01%	255