Sequoia Financial Advisors’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 | $1.49M | Buy |
830
+4
| +0.5% | +$7.18K | 0.01% | 552 |
|
|
2025
Q1 | $1.59M | Sell |
826
-91
| -10% | -$175K | 0.01% | 484 |
|
|
2024
Q4 | $1.78M | Buy |
917
+33
| +4% | +$64.2K | 0.02% | 431 |
|
|
2024
Q3 | $1.5M | Buy |
884
+689
| +353% | +$1.17M | 0.02% | 443 |
|
|
2024
Q2 | $354K | Hold |
195
| – | – | ﹤0.01% | 823 |
|
|
2024
Q1 | $350K | Sell |
195
-330
| -63% | -$592K | ﹤0.01% | 798 |
|
|
2023
Q4 | $790K | Buy |
525
+329
| +168% | +$495K | 0.01% | 597 |
|
|
2023
Q3 | $293K | Hold |
196
| – | – | 0.01% | 697 |
|
|
2023
Q2 | $272K | Hold |
196
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $270K | Hold |
196
| – | – | 0.01% | 662 |
|
|
2022
Q4 | $277K | Buy |
+196
| New | +$277K | 0.01% | 612 |
|