Private Wealth Management Group’s White Mountains Insurance WTM Stock Holding History

Private Wealth Management Group’s Portfolio WTM Stock Details WTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.34K	Hold
2025 Q2	$3.59K	Hold
2025 Q1	$3.85K	Hold
2024 Q4	$3.89K	Hold
2024 Q3	$3.39K	Hold
2024 Q2	$3.63K	Hold
2024 Q1	$3.59K	Hold
2023 Q4	$3.01K	Buy