San Francisco Sentry Investment Group’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$22K | – | 746 |
|
|
2021
Q1 | $22K | Hold |
20
| – | – | 0.01% | 487 |
|
|
2020
Q4 | $20K | Hold |
20
| – | – | 0.01% | 465 |
|
|
2020
Q3 | $16K | Hold |
20
| – | – | 0.01% | 451 |
|
|
2020
Q2 | $18K | Hold |
20
| – | – | 0.01% | 428 |
|
|
2020
Q1 | $18K | Hold |
20
| – | – | 0.01% | 401 |
|
|
2019
Q4 | $22K | Hold |
20
| – | – | 0.01% | 467 |
|
|
2019
Q3 | $22K | Hold |
20
| – | – | 0.01% | 464 |
|
|
2019
Q2 | $20K | Hold |
20
| – | – | 0.01% | 475 |
|
|
2019
Q1 | $19K | Hold |
20
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $17K | Sell |
20
-2
| -9% | -$1.7K | 0.01% | 497 |
|
|
2018
Q3 | $21K | Buy |
22
+2
| +10% | +$1.91K | 0.01% | 490 |
|
|
2018
Q2 | $18K | Hold |
20
| – | – | 0.01% | 513 |
|
|
2018
Q1 | $16K | Buy |
+20
| New | +$16K | ﹤0.01% | 626 |
|