Private Wealth Management 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 | $3.59K | Hold |
2
| – | – | ﹤0.01% | 888 |
|
|
2025
Q1 | $3.85K | Hold |
2
| – | – | ﹤0.01% | 820 |
|
|
2024
Q4 | $3.89K | Hold |
2
| – | – | ﹤0.01% | 846 |
|
|
2024
Q3 | $3.39K | Hold |
2
| – | – | ﹤0.01% | 876 |
|
|
2024
Q2 | $3.64K | Hold |
2
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $3.59K | Hold |
2
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $3.01K | Buy |
+2
| New | +$3.01K | ﹤0.01% | 806 |
|