Sendero 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 | $752K | Hold |
419
| – | – | 0.09% | 120 |
|
|
2025
Q1 | $807K | Buy |
419
+185
| +79% | +$356K | 0.11% | 109 |
|
|
2024
Q4 | $455K | Hold |
234
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $397K | Hold |
234
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $425K | Buy |
234
+46
| +24% | +$83.6K | 0.07% | 128 |
|
|
2024
Q1 | $337K | Hold |
188
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $283K | Buy |
188
+16
| +9% | +$24.1K | 0.05% | 138 |
|
|
2023
Q3 | $257K | Buy |
172
+27
| +19% | +$40.4K | 0.06% | 143 |
|
|
2023
Q2 | $201K | Buy |
+145
| New | +$201K | 0.04% | 147 |
|