Resona Asset Management’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 | $875K | Buy |
487
+16
| +3% | +$28.7K | ﹤0.01% | 648 |
|
2025
Q1 | $907K | Hold |
471
| – | – | 0.01% | 645 |
|
2024
Q4 | $916K | Buy |
471
+13
| +3% | +$25.3K | 0.01% | 653 |
|
2024
Q3 | $777K | Hold |
458
| – | – | ﹤0.01% | 670 |
|
2024
Q2 | $832K | Sell |
458
-32
| -7% | -$58.2K | 0.01% | 668 |
|
2024
Q1 | $879K | Buy |
+490
| New | +$879K | 0.01% | 677 |
|