Private Trust Company’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 | $25.1K | Sell |
14
-1
| -7% | -$1.8K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $28.9K | Buy |
15
+7
| +88% | +$13.5K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $15.6K | Buy |
8
+3
| +60% | +$5.84K | ﹤0.01% | 1576 |
|
|
2024
Q3 | $8.48K | Hold |
5
| – | – | ﹤0.01% | 1784 |
|
|
2024
Q2 | $9.09K | Hold |
5
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $8.97K | Sell |
5
-1
| -17% | -$1.79K | ﹤0.01% | 1700 |
|
|
2023
Q4 | $9.03K | Hold |
6
| – | – | ﹤0.01% | 1688 |
|
|
2023
Q3 | $8.97K | Hold |
6
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $8.33K | Hold |
6
| – | – | ﹤0.01% | 1692 |
|
|
2023
Q1 | $8.27K | Hold |
6
| – | – | ﹤0.01% | 1652 |
|
|
2022
Q4 | $8K | Hold |
6
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q3 | $8K | Hold |
6
| – | – | ﹤0.01% | 1549 |
|
|
2022
Q2 | $7K | Buy |
+6
| New | +$7K | ﹤0.01% | 1654 |
|