Principal Securities’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 | $359K | Buy |
200
+15
| +8% | +$26.9K | 0.01% | 995 |
|
|
2025
Q1 | $360K | Hold |
185
| – | – | 0.01% | 895 |
|
|
2024
Q4 | $360K | Buy |
185
+12
| +7% | +$23.3K | 0.01% | 891 |
|
|
2024
Q3 | $293K | Buy |
173
+24
| +16% | +$40.7K | 0.01% | 942 |
|
|
2024
Q2 | $271K | Buy |
149
+27
| +22% | +$49.1K | 0.01% | 922 |
|
|
2024
Q1 | $219K | Buy |
122
+16
| +15% | +$28.7K | 0.01% | 977 |
|
|
2023
Q4 | $160K | Buy |
+106
| New | +$160K | 0.01% | 1004 |
|