Quadrant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
133
-13
| -9% | -$23.3K | 0.01% | 1233 |
|
|
2025
Q1 | $281K | Buy |
146
+115
| +371% | +$221K | 0.01% | 1129 |
|
|
2024
Q4 | $60.3K | Sell |
31
-9
| -23% | -$17.5K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $67.8K | Hold |
40
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q2 | $72.7K | Buy |
40
+7
| +21% | +$12.7K | 0.01% | 1194 |
|
|
2024
Q1 | $59.2K | Hold |
33
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q4 | $49.7K | Hold |
33
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q3 | $49.4K | Hold |
33
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q2 | $45.8K | Buy |
33
+17
| +106% | +$23.6K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $22K | Hold |
16
| – | – | ﹤0.01% | 1652 |
|
|
2022
Q4 | $22.6K | Buy |
16
+1
| +7% | +$1.41K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $20K | Sell |
15
-1
| -6% | -$1.33K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $20K | Buy |
+16
| New | +$20K | ﹤0.01% | 1323 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | -$1K | – | 2416 |
|
|
2020
Q1 | $1K | Sell |
1
-5
| -83% | -$5K | ﹤0.01% | 2059 |
|
|
2019
Q4 | $6K | Hold |
6
| – | – | ﹤0.01% | 2051 |
|
|
2019
Q3 | $6K | Hold |
6
| – | – | ﹤0.01% | 1903 |
|
|
2019
Q2 | $6K | Hold |
6
| – | – | ﹤0.01% | 1955 |
|
|
2019
Q1 | $2K | Sell |
6
-17
| -74% | -$5.67K | ﹤0.01% | 2100 |
|
|
2018
Q4 | $17K | Hold |
23
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q3 | $18K | Hold |
23
| – | – | 0.01% | 1045 |
|
|
2018
Q2 | $18K | Buy |
23
+18
| +360% | +$14.1K | 0.01% | 1016 |
|
|
2018
Q1 | $2K | Sell |
5
-1
| -17% | -$400 | ﹤0.01% | 1906 |
|
|
2017
Q4 | $4K | Sell |
6
-18
| -75% | -$12K | ﹤0.01% | 1575 |
|
|
2017
Q3 | $19K | Sell |
24
-2
| -8% | -$1.58K | 0.01% | 925 |
|
|
2017
Q2 | $21K | Hold |
26
| – | – | 0.01% | 855 |
|
|
2017
Q1 | $21K | Sell |
26
-7
| -21% | -$5.65K | 0.01% | 826 |
|
|
2016
Q4 | $26K | Sell |
33
-11
| -25% | -$8.67K | 0.01% | 667 |
|
|
2016
Q3 | $34K | Buy |
44
+32
| +267% | +$24.7K | 0.02% | 565 |
|
|
2016
Q2 | $10K | Hold |
12
| – | – | 0.01% | 1019 |
|
|
2016
Q1 | $9K | Buy |
+12
| New | +$9K | 0.01% | 1006 |
|