Sequoia Financial Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $277K | Buy |
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