Smithfield Trust’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
Q3 | $107K | Hold |
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|
2025
Q2 | $114K | Sell |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $143K | Sell |
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|
2024
Q3 | $138K | Sell |
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|
2024
Q2 | $175K | Hold |
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|
2024
Q1 | $173K | Hold |
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|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $248K | Hold |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $231K | Hold |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $212K | Sell |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $195K | Sell |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $313K | Sell |
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|
2017
Q2 | $455K | Sell |
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|
2017
Q1 | $513K | Sell |
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|
2016
Q4 | $580K | Sell |
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|
2016
Q3 | $607K | Sell |
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|
2016
Q2 | $672K | Sell |
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|
2016
Q1 | $650K | Sell |
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|
2015
Q4 | $612K | Sell |
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|
2015
Q3 | $635K | Sell |
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|
2015
Q2 | $562K | Buy |
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|
2015
Q1 | $570K | Sell |
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|
2014
Q4 | $539K | Sell |
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|
2014
Q3 | $648K | Sell |
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|
2014
Q2 | $645K | Hold |
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|
2014
Q1 | $636K | Sell |
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|
2013
Q4 | $671K | Sell |
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|
2013
Q3 | $639K | Buy |
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|
2013
Q2 | $637K | Buy |
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