TD Private Client Wealth’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 | $57.5K | Buy |
32
+1
| +3% | +$1.8K | ﹤0.01% | 822 |
|
|
2025
Q1 | $59.7K | Hold |
31
| – | – | ﹤0.01% | 781 |
|
|
2024
Q4 | $60.3K | Sell |
31
-4
| -11% | -$7.78K | ﹤0.01% | 788 |
|
|
2024
Q3 | $59.4K | Hold |
35
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $63.6K | Buy |
35
+2
| +6% | +$3.64K | ﹤0.01% | 763 |
|
|
2024
Q1 | $59.2K | Sell |
33
-24
| -42% | -$43.1K | ﹤0.01% | 773 |
|
|
2023
Q4 | $85.8K | Sell |
57
-7
| -11% | -$10.5K | ﹤0.01% | 715 |
|
|
2023
Q3 | $95.7K | Buy |
64
+5
| +8% | +$7.48K | ﹤0.01% | 658 |
|
|
2023
Q2 | $81.9K | Sell |
59
-1
| -2% | -$1.39K | ﹤0.01% | 697 |
|
|
2023
Q1 | $82.6K | Sell |
60
-1
| -2% | -$1.38K | ﹤0.01% | 679 |
|
|
2022
Q4 | $86.3K | Buy |
61
+2
| +3% | +$2.83K | ﹤0.01% | 647 |
|
|
2022
Q3 | $76.9K | Sell |
59
-5
| -8% | -$6.52K | ﹤0.01% | 654 |
|
|
2022
Q2 | $79.8K | Sell |
64
-8
| -11% | -$9.97K | ﹤0.01% | 643 |
|
|
2022
Q1 | $81.8K | Buy |
72
+1
| +1% | +$1.14K | ﹤0.01% | 675 |
|
|
2021
Q4 | $72K | Sell |
71
-5
| -7% | -$5.07K | ﹤0.01% | 688 |
|
|
2021
Q3 | $81.3K | Buy |
76
+11
| +17% | +$11.8K | ﹤0.01% | 659 |
|
|
2021
Q2 | $74.6K | Sell |
65
-3
| -4% | -$3.44K | ﹤0.01% | 663 |
|
|
2021
Q1 | $75.8K | Buy |
68
+13
| +24% | +$14.5K | ﹤0.01% | 639 |
|
|
2020
Q4 | $55K | Sell |
55
-8
| -13% | -$8.01K | ﹤0.01% | 649 |
|
|
2020
Q3 | $49.1K | Buy |
63
+3
| +5% | +$2.34K | ﹤0.01% | 618 |
|
|
2020
Q2 | $53.3K | Buy |
60
+19
| +46% | +$16.9K | ﹤0.01% | 602 |
|
|
2020
Q1 | $37.3K | Buy |
41
+8
| +24% | +$7.28K | ﹤0.01% | 616 |
|
|
2019
Q4 | $36.8K | Buy |
+33
| New | +$36.8K | ﹤0.01% | 647 |
|