Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.1K | Buy |
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|
2025
Q2 | $25.1K | Sell |
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|
2025
Q1 | $28.9K | Buy |
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|
2024
Q4 | $15.6K | Buy |
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|
2024
Q3 | $8.48K | Hold |
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|
2024
Q2 | $9.09K | Hold |
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|
2024
Q1 | $8.97K | Sell |
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|
2023
Q4 | $9.03K | Hold |
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|
2023
Q3 | $8.97K | Hold |
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|
2023
Q2 | $8.33K | Hold |
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|
2023
Q1 | $8.27K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $7K | Buy |
|