Rowland Carmichael Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $574K | Sell |
574
-47
| -8% | -$47K | 0.18% | 128 |
|
|
2020
Q3 | $484K | Buy |
621
+9
| +1% | +$7.01K | 0.19% | 131 |
|
|
2020
Q2 | $543K | Buy |
612
+38
| +7% | +$33.7K | 0.23% | 115 |
|
|
2020
Q1 | $522K | Buy |
574
+125
| +28% | +$114K | 0.27% | 109 |
|
|
2019
Q4 | $501K | Hold |
449
| – | – | 0.17% | 143 |
|
|
2019
Q3 | $485K | Hold |
449
| – | – | 0.17% | 145 |
|
|
2019
Q2 | $459K | Hold |
449
| – | – | 0.16% | 152 |
|
|
2019
Q1 | $416K | Hold |
449
| – | – | 0.15% | 157 |
|
|
2018
Q4 | $385K | Buy |
449
+58
| +15% | +$49.7K | 0.17% | 143 |
|
|
2018
Q3 | $366K | Sell |
391
-39
| -9% | -$36.5K | 0.14% | 171 |
|
|
2018
Q2 | $390K | Buy |
430
+39
| +10% | +$35.4K | 0.17% | 166 |
|
|
2018
Q1 | $322K | Hold |
391
| – | – | 0.18% | 167 |
|
|
2017
Q4 | $333K | Sell |
391
-40
| -9% | -$34.1K | 0.17% | 166 |
|
|
2017
Q3 | $369K | Hold |
431
| – | – | 0.2% | 153 |
|
|
2017
Q2 | $374K | Hold |
431
| – | – | 0.22% | 144 |
|
|
2017
Q1 | $379K | Hold |
431
| – | – | 0.23% | 130 |
|
|
2016
Q4 | $360K | Hold |
431
| – | – | 0.21% | 146 |
|
|
2016
Q3 | $358K | Hold |
431
| – | – | 0.23% | 135 |
|
|
2016
Q2 | $363K | Buy |
+431
| New | +$363K | 0.23% | 137 |
|