Triad Investment Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.2M | Buy |
1,783
+17
| +1% | +$30.5K | 3.88% | 12 |
|
|
2023
Q4 | $2.66M | Buy |
1,766
+20
| +1% | +$30.1K | 3.49% | 14 |
|
|
2023
Q3 | $2.61M | Buy |
1,746
+20
| +1% | +$29.9K | 3.81% | 8 |
|
|
2023
Q2 | $2.4M | Sell |
1,726
-3
| -0.2% | -$4.17K | 3.34% | 9 |
|
|
2023
Q1 | $2.38M | Sell |
1,729
-1
| -0.1% | -$1.38K | 3.46% | 10 |
|
|
2022
Q4 | $2.45M | Sell |
1,730
-38
| -2% | -$53.7K | 3.83% | 7 |
|
|
2022
Q3 | $2.3M | Buy |
1,768
+176
| +11% | +$229K | 4% | 6 |
|
|
2022
Q2 | $1.98M | Sell |
1,592
-748
| -32% | -$932K | 2.94% | 12 |
|
|
2022
Q1 | $2.66M | Buy |
2,340
+1,537
| +191% | +$1.75M | 2.52% | 19 |
|
|
2021
Q4 | $814K | Buy |
+803
| New | +$814K | 0.74% | 36 |
|