Raymond James Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $352K | Sell |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $215K | Buy |
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