Private Advisor Group’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 | $379K | Sell |
211
-3
| -1% | -$5.39K | ﹤0.01% | 1840 |
|
|
2025
Q1 | $412K | Sell |
214
-3
| -1% | -$5.78K | ﹤0.01% | 1702 |
|
|
2024
Q4 | $422K | Buy |
217
+3
| +1% | +$5.84K | ﹤0.01% | 1671 |
|
|
2024
Q3 | $363K | Buy |
214
+1
| +0.5% | +$1.7K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $387K | Hold |
213
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q1 | $382K | Sell |
213
-2
| -0.9% | -$3.59K | ﹤0.01% | 1681 |
|
|
2023
Q4 | $324K | Sell |
215
-2
| -0.9% | -$3.01K | ﹤0.01% | 1729 |
|
|
2023
Q3 | $325K | Buy |
217
+4
| +2% | +$5.98K | ﹤0.01% | 1567 |
|
|
2023
Q2 | $329K | Buy |
+213
| New | +$329K | ﹤0.01% | 1570 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$8K | – | 3434 |
|
|
2020
Q2 | $8K | Buy |
+9
| New | +$8K | ﹤0.01% | 3046 |
|