Port Capital’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,455
| Closed | -$5.57M | – | 128 |
|
|
2019
Q2 | $5.57M | Sell |
5,455
-3,725
| -41% | -$3.8M | 0.66% | 40 |
|
|
2019
Q1 | $8.5M | Sell |
9,180
-10
| -0.1% | -$9.26K | 1.11% | 33 |
|
|
2018
Q4 | $7.88M | Buy |
9,190
+140
| +2% | +$120K | 1.2% | 35 |
|
|
2018
Q3 | $8.47M | Buy |
9,050
+970
| +12% | +$908K | 1.03% | 36 |
|
|
2018
Q2 | $7.33M | Sell |
8,080
-350
| -4% | -$317K | 0.96% | 48 |
|
|
2018
Q1 | $6.93M | Sell |
8,430
-245
| -3% | -$202K | 0.98% | 45 |
|
|
2017
Q4 | $7.39M | Buy |
+8,675
| New | +$7.39M | 1.04% | 45 |
|