Private Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $29K | Hold |
23
| – | – | 0.02% | 684 |
|
|
2022
Q1 | $26K | Sell |
23
-2
| -8% | -$2.26K | 0.01% | 926 |
|
|
2021
Q4 | $25K | Hold |
25
| – | – | 0.01% | 976 |
|
|
2021
Q3 | $27K | Hold |
25
| – | – | 0.01% | 937 |
|
|
2021
Q2 | $29K | Hold |
25
| – | – | 0.01% | 915 |
|
|
2021
Q1 | $28K | Sell |
25
-10
| -29% | -$11.2K | 0.01% | 890 |
|
|
2020
Q4 | $35K | Sell |
35
-4
| -10% | -$4K | 0.01% | 961 |
|
|
2020
Q3 | $30K | Buy |
39
+16
| +70% | +$12.3K | 0.01% | 946 |
|
|
2020
Q2 | $20K | Sell |
23
-16
| -41% | -$13.9K | ﹤0.01% | 1108 |
|
|
2020
Q1 | $35K | Buy |
39
+2
| +5% | +$1.8K | 0.01% | 784 |
|
|
2019
Q4 | $41K | Hold |
37
| – | – | 0.01% | 829 |
|
|
2019
Q3 | $40K | Buy |
37
+2
| +6% | +$2.16K | 0.01% | 874 |
|
|
2019
Q2 | $32K | Sell |
35
-2
| -5% | -$1.83K | 0.01% | 864 |
|
|
2019
Q1 | $34K | Hold |
37
| – | – | 0.01% | 956 |
|
|
2018
Q4 | $32K | Buy |
37
+2
| +6% | +$1.73K | 0.01% | 877 |
|
|
2018
Q3 | $32K | Hold |
35
| – | – | 0.01% | 927 |
|
|
2018
Q2 | $31K | Hold |
35
| – | – | 0.01% | 914 |
|
|
2018
Q1 | $29K | Hold |
35
| – | – | 0.01% | 921 |
|
|
2017
Q4 | $30 | Buy |
+35
| New | +$30 | 0.01% | 899 |
|