Soltis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-256
| Closed | -$385K | – | 317 |
|
|
2023
Q4 | $385K | Hold |
256
| – | – | 0.04% | 213 |
|
|
2023
Q3 | $383K | Hold |
256
| – | – | 0.05% | 196 |
|
|
2023
Q2 | $356K | Hold |
256
| – | – | 0.04% | 199 |
|
|
2023
Q1 | $353K | Hold |
256
| – | – | 0.04% | 196 |
|
|
2022
Q4 | $362K | Hold |
256
| – | – | 0.05% | 188 |
|
|
2022
Q3 | $334K | Hold |
256
| – | – | 0.05% | 180 |
|
|
2022
Q2 | $319K | Hold |
256
| – | – | 0.05% | 187 |
|
|
2022
Q1 | $291K | Hold |
256
| – | – | 0.04% | 206 |
|
|
2021
Q4 | $260K | Hold |
256
| – | – | 0.04% | 224 |
|
|
2021
Q3 | $274K | Hold |
256
| – | – | 0.04% | 206 |
|
|
2021
Q2 | $294K | Hold |
256
| – | – | 0.05% | 200 |
|
|
2021
Q1 | $285K | Hold |
256
| – | – | 0.05% | 182 |
|
|
2020
Q4 | $256K | Buy |
+256
| New | +$256K | 0.05% | 192 |
|