RegentAtlantic Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $768K | Buy |
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|
2020
Q2 | $521K | Sell |
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|
2020
Q1 | $579K | Sell |
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|
2019
Q4 | $717K | Sell |
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|
2019
Q3 | $710K | Sell |
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|
2019
Q2 | $677K | Sell |
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|
2019
Q1 | $652K | Sell |
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|
2018
Q4 | $632K | Sell |
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|
2018
Q3 | $717K | Sell |
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|
2018
Q2 | $699K | Sell |
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|
2018
Q1 | $667K | Sell |
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|
2017
Q4 | $707K | Sell |
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|
2017
Q3 | $725K | Sell |
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|
2017
Q2 | $778K | Hold |
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|
2017
Q1 | $788K | Sell |
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|
2016
Q4 | $755K | Buy |
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|
2016
Q3 | $637K | Sell |
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|
2016
Q2 | $667K | Hold |
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|
2016
Q1 | $636K | Hold |
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|
2015
Q4 | $576K | Hold |
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|
2015
Q3 | $592K | Hold |
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|
2015
Q2 | $519K | Sell |
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|
2015
Q1 | $549K | Sell |
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|
2014
Q4 | $512K | Hold |
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|
2014
Q3 | $512K | Hold |
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|
2014
Q2 | $494K | Hold |
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|
2014
Q1 | $487K | Sell |
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|
2013
Q4 | $505K | Hold |
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|
2013
Q3 | $475K | Hold |
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|
2013
Q2 | $481K | Buy |
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