Steward Partners Investment Advisory’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 | $189K | Buy |
105
+6
| +6% | +$10.8K | ﹤0.01% | 1792 |
|
|
2025
Q1 | $191K | Hold |
99
| – | – | ﹤0.01% | 1670 |
|
|
2024
Q4 | $193K | Buy |
99
+24
| +32% | +$46.7K | ﹤0.01% | 1639 |
|
|
2024
Q3 | $127K | Hold |
75
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q2 | $136K | Hold |
75
| – | – | ﹤0.01% | 1637 |
|
|
2024
Q1 | $135K | Hold |
75
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q4 | $113K | Hold |
75
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q3 | $112K | Hold |
75
| – | – | ﹤0.01% | 1525 |
|
|
2023
Q2 | $104K | Hold |
75
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q1 | $103K | Hold |
75
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q4 | $106K | Hold |
75
| – | – | ﹤0.01% | 1519 |
|
|
2022
Q3 | $98K | Hold |
75
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q2 | $93K | Hold |
75
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q1 | $85K | Hold |
75
| – | – | ﹤0.01% | 1672 |
|
|
2021
Q4 | $76K | Hold |
75
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q3 | $80K | Hold |
75
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q2 | $86K | Sell |
75
-13
| -15% | -$14.9K | ﹤0.01% | 2463 |
|
|
2021
Q1 | $98.1K | Buy |
88
+9
| +11% | +$10K | ﹤0.01% | 1638 |
|
|
2020
Q4 | $79K | Buy |
79
+4
| +5% | +$4K | ﹤0.01% | 1467 |
|
|
2020
Q3 | $58K | Hold |
75
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q2 | $67K | Hold |
75
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q1 | $68K | Hold |
75
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q4 | $83K | Hold |
75
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q3 | $81K | Hold |
75
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q2 | $76K | Buy |
+75
| New | +$76K | ﹤0.01% | 1175 |
|