Spire Wealth Management’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 | $5.01K | Sell |
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|
2025
Q2 | $8.98K | Sell |
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|
2025
Q1 | $15.4K | Sell |
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|
2024
Q4 | $37K | Hold |
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|
2024
Q3 | $32.2K | Sell |
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|
2024
Q2 | $41.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $21.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3K | Buy |
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