Steward Partners Investment Advisory’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 | $78.6K | Sell |
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|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $193K | Buy |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $106K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $76K | Hold |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $98.1K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $76K | Buy |
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