Ritholtz Wealth 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 | $384K | Sell |
214
-22
| -9% | -$39.5K | 0.01% | 714 |
|
|
2025
Q1 | $454K | Sell |
236
-4
| -2% | -$7.7K | 0.01% | 619 |
|
|
2024
Q4 | $467K | Sell |
240
-4
| -2% | -$7.78K | 0.01% | 582 |
|
|
2024
Q3 | $414K | Sell |
244
-5
| -2% | -$8.48K | 0.01% | 616 |
|
|
2024
Q2 | $453K | Sell |
249
-17
| -6% | -$30.9K | 0.01% | 555 |
|
|
2024
Q1 | $477K | Buy |
266
+12
| +5% | +$21.5K | 0.02% | 535 |
|
|
2023
Q4 | $382K | Buy |
+254
| New | +$382K | 0.01% | 546 |
|