TWA
TCI Wealth Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$4.13K | – | 2264 |
|
|
2023
Q1 | $4.13K | Hold |
3
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q4 | $4.24K | Sell |
3
-1
| -25% | -$1.41K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $5K | Buy |
4
+1
| +33% | +$1.25K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $4K | Buy |
+3
| New | +$4K | ﹤0.01% | 1715 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$33K | – | 1778 |
|
|
2019
Q4 | $33K | Buy |
30
+13
| +76% | +$14.3K | 0.01% | 456 |
|
|
2019
Q3 | $18K | Hold |
17
| – | – | 0.01% | 516 |
|
|
2019
Q2 | $17K | Hold |
17
| – | – | 0.01% | 505 |
|
|
2019
Q1 | $16K | Buy |
17
+4
| +31% | +$3.77K | 0.01% | 534 |
|
|
2018
Q4 | $11K | Sell |
13
-4
| -24% | -$3.39K | 0.01% | 602 |
|
|
2018
Q3 | $16K | Hold |
17
| – | – | 0.01% | 545 |
|
|
2018
Q2 | $15K | Buy |
17
+4
| +31% | +$3.53K | 0.01% | 560 |
|
|
2018
Q1 | $11K | Sell |
13
-6
| -32% | -$5.08K | 0.01% | 607 |
|
|
2017
Q4 | $16K | Hold |
19
| – | – | 0.01% | 538 |
|
|
2017
Q3 | $16K | Hold |
19
| – | – | 0.01% | 505 |
|
|
2017
Q2 | $17K | Hold |
19
| – | – | 0.01% | 491 |
|
|
2017
Q1 | $17K | Buy |
19
+1
| +6% | +$895 | 0.01% | 475 |
|
|
2016
Q4 | $15K | Buy |
18
+6
| +50% | +$5K | 0.01% | 548 |
|
|
2016
Q3 | $10K | Hold |
12
| – | – | 0.01% | 587 |
|
|
2016
Q2 | $10K | Hold |
12
| – | – | 0.01% | 582 |
|
|
2016
Q1 | $10K | Hold |
12
| – | – | 0.01% | 588 |
|
|
2015
Q4 | $9K | Hold |
12
| – | – | 0.01% | 619 |
|
|
2015
Q3 | $9K | Buy |
12
+2
| +20% | +$1.5K | 0.01% | 543 |
|
|
2015
Q2 | $7K | Hold |
10
| – | – | ﹤0.01% | 593 |
|
|
2015
Q1 | $7K | Sell |
10
-1
| -9% | -$700 | ﹤0.01% | 522 |
|
|
2014
Q4 | $7K | Hold |
11
| – | – | ﹤0.01% | 512 |
|
|
2014
Q3 | $7K | Hold |
11
| – | – | ﹤0.01% | 513 |
|
|
2014
Q2 | $7K | Hold |
11
| – | – | ﹤0.01% | 535 |
|
|
2014
Q1 | $7K | Hold |
11
| – | – | ﹤0.01% | 499 |
|
|
2013
Q4 | $7K | Hold |
11
| – | – | ﹤0.01% | 497 |
|
|
2013
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 839 |
|