Raymond James Financial Services Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $996K | Buy |
587
+2
| +0.3% | +$3.39K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $1.06M | Buy |
585
+29
| +5% | +$52.7K | ﹤0.01% | 2042 |
|
|
2024
Q1 | $998K | Buy |
556
+102
| +22% | +$183K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $683K | Sell |
454
-5
| -1% | -$7.53K | ﹤0.01% | 2212 |
|
|
2023
Q3 | $687K | Buy |
459
+50
| +12% | +$74.8K | ﹤0.01% | 2130 |
|
|
2023
Q2 | $568K | Buy |
409
+48
| +13% | +$66.7K | ﹤0.01% | 2266 |
|
|
2023
Q1 | $497K | Sell |
361
-57
| -14% | -$78.5K | ﹤0.01% | 2344 |
|
|
2022
Q4 | $591K | Buy |
418
+47
| +13% | +$66.5K | ﹤0.01% | 2172 |
|
|
2022
Q3 | $483K | Buy |
371
+13
| +4% | +$16.9K | ﹤0.01% | 2269 |
|
|
2022
Q2 | $446K | Buy |
358
+65
| +22% | +$81K | ﹤0.01% | 2344 |
|
|
2022
Q1 | $333K | Buy |
293
+58
| +25% | +$65.9K | ﹤0.01% | 2640 |
|
|
2021
Q4 | $238K | Buy |
235
+23
| +11% | +$23.3K | ﹤0.01% | 2860 |
|
|
2021
Q3 | $227K | Buy |
+212
| New | +$227K | ﹤0.01% | 2880 |
|
|
2017
Q3 | – | Sell |
-258
| Closed | -$224K | – | 2580 |
|
|
2017
Q2 | $224K | Buy |
+258
| New | +$224K | ﹤0.01% | 2151 |
|