Regions Financial Corp’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 | $1.18M | Buy |
658
+108
| +20% | +$194K | 0.01% | 470 |
|
|
2025
Q1 | $1.06M | Hold |
550
| – | – | 0.01% | 473 |
|
|
2024
Q4 | $1.07M | Hold |
550
| – | – | 0.01% | 467 |
|
|
2024
Q3 | $933K | Hold |
550
| – | – | 0.01% | 505 |
|
|
2024
Q2 | $1,000K | Hold |
550
| – | – | 0.01% | 471 |
|
|
2024
Q1 | $987K | Hold |
550
| – | – | 0.01% | 488 |
|
|
2023
Q4 | $828K | Sell |
550
-10
| -2% | -$15.1K | 0.01% | 505 |
|
|
2023
Q3 | $838K | Sell |
560
-72
| -11% | -$108K | 0.01% | 482 |
|
|
2023
Q2 | $878K | Buy |
+632
| New | +$878K | 0.01% | 497 |
|
|
2022
Q2 | – | Sell |
-189
| Closed | -$215K | – | 916 |
|
|
2022
Q1 | $215K | Buy |
+189
| New | +$215K | ﹤0.01% | 857 |
|
|
2021
Q4 | – | Sell |
-189
| Closed | -$202K | – | 948 |
|
|
2021
Q3 | $202K | Hold |
189
| – | – | ﹤0.01% | 856 |
|
|
2021
Q2 | $217K | Sell |
189
-14
| -7% | -$16.1K | ﹤0.01% | 840 |
|
|
2021
Q1 | $226K | Hold |
203
| – | – | ﹤0.01% | 783 |
|
|
2020
Q4 | $203K | Buy |
+203
| New | +$203K | ﹤0.01% | 789 |
|
|
2020
Q2 | – | Sell |
-221
| Closed | -$201K | – | 874 |
|
|
2020
Q1 | $201K | Buy |
221
+24
| +12% | +$21.8K | ﹤0.01% | 720 |
|
|
2019
Q4 | $220K | Hold |
197
| – | – | ﹤0.01% | 765 |
|
|
2019
Q3 | $213K | Sell |
197
-13
| -6% | -$14.1K | ﹤0.01% | 756 |
|
|
2019
Q2 | $215K | Sell |
210
-15
| -7% | -$15.4K | ﹤0.01% | 765 |
|
|
2019
Q1 | $208K | Hold |
225
| – | – | ﹤0.01% | 778 |
|
|
2018
Q4 | $193K | Hold |
225
| – | – | ﹤0.01% | 774 |
|
|
2018
Q3 | $211K | Hold |
225
| – | – | ﹤0.01% | 818 |
|
|
2018
Q2 | $204K | Sell |
225
-14
| -6% | -$12.7K | ﹤0.01% | 816 |
|
|
2018
Q1 | $197K | Buy |
239
+2
| +0.8% | +$1.65K | ﹤0.01% | 834 |
|
|
2017
Q4 | $202K | Buy |
+237
| New | +$202K | ﹤0.01% | 848 |
|
|
2017
Q3 | – | Sell |
-237
| Closed | -$205K | – | 912 |
|
|
2017
Q2 | $205K | Buy |
+237
| New | +$205K | ﹤0.01% | 852 |
|