Spire Wealth Management’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 | $8.98K | Sell |
5
-3
| -38% | -$5.39K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $15.4K | Sell |
8
-11
| -58% | -$21.2K | ﹤0.01% | 1699 |
|
|
2024
Q4 | $37K | Hold |
19
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q3 | $32.2K | Sell |
19
-4
| -17% | -$6.79K | ﹤0.01% | 1275 |
|
|
2024
Q2 | $41.8K | Buy |
+23
| New | +$41.8K | ﹤0.01% | 1176 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$21.3K | – | 2419 |
|
|
2023
Q4 | $21.3K | Buy |
+13
| New | +$21.3K | ﹤0.01% | 1515 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$3K | – | 2910 |
|
|
2021
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 2731 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$3K | – | 2996 |
|
|
2021
Q1 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 2785 |
|