Schubert & Co’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$2.76K | – | 1541 |
|
|
2023
Q1 | $2.76K | Buy |
2
+1
| +100% | +$1.38K | ﹤0.01% | 745 |
|
|
2022
Q4 | $1.41K | Hold |
1
| – | – | ﹤0.01% | 1047 |
|
|
2022
Q3 | $1K | Sell |
1
-4
| -80% | -$4K | ﹤0.01% | 1312 |
|
|
2022
Q2 | $6K | Buy |
5
+4
| +400% | +$4.8K | 0.01% | 322 |
|
|
2022
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 984 |
|