Schwartz Investment Counsel’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,500
| Closed | -$945K | – | 179 |
|
|
2014
Q3 | $945K | Hold |
1,500
| – | – | 0.07% | 120 |
|
|
2014
Q2 | $913K | Hold |
1,500
| – | – | 0.06% | 128 |
|
|
2014
Q1 | $900K | Hold |
1,500
| – | – | 0.07% | 129 |
|
|
2013
Q4 | $905K | Hold |
1,500
| – | – | 0.07% | 132 |
|
|
2013
Q3 | $851K | Hold |
1,500
| – | – | 0.07% | 138 |
|
|
2013
Q2 | $862K | Buy |
+1,500
| New | +$862K | 0.09% | 127 |
|