TD Private Client Wealth’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
Q2 | $57.5K | Buy |
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|
2025
Q1 | $59.7K | Hold |
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|
2024
Q4 | $60.3K | Sell |
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|
2024
Q3 | $59.4K | Hold |
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|
2024
Q2 | $63.6K | Buy |
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|
2024
Q1 | $59.2K | Sell |
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|
2023
Q4 | $85.8K | Sell |
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|
2023
Q3 | $95.7K | Buy |
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|
2023
Q2 | $81.9K | Sell |
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|
2023
Q1 | $82.6K | Sell |
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|
2022
Q4 | $86.3K | Buy |
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|
2022
Q3 | $76.9K | Sell |
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|
2022
Q2 | $79.8K | Sell |
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|
2022
Q1 | $81.8K | Buy |
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|
2021
Q4 | $72K | Sell |
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|
2021
Q3 | $81.3K | Buy |
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|
2021
Q2 | $74.6K | Sell |
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|
2021
Q1 | $75.8K | Buy |
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|
2020
Q4 | $55K | Sell |
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|
2020
Q3 | $49.1K | Buy |
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|
2020
Q2 | $53.3K | Buy |
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|
2020
Q1 | $37.3K | Buy |
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|
2019
Q4 | $36.8K | Buy |
|