TAM
Troy Asset Management’s White Mountains Insurance WTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-665
| Closed | -$665K | – | 44 |
|
2020
Q4 | $665K | Hold |
665
| – | – | 0.01% | 38 |
|
2020
Q3 | $518K | Buy |
+665
| New | +$518K | 0.01% | 38 |
|
2020
Q2 | – | Sell |
-665
| Closed | -$605K | – | 46 |
|
2020
Q1 | $605K | Hold |
665
| – | – | 0.02% | 38 |
|
2019
Q4 | $742K | Hold |
665
| – | – | 0.03% | 40 |
|
2019
Q3 | $718K | Hold |
665
| – | – | 0.03% | 38 |
|
2019
Q2 | $679K | Hold |
665
| – | – | 0.03% | 38 |
|
2019
Q1 | $615K | Hold |
665
| – | – | 0.03% | 39 |
|
2018
Q4 | $570K | Hold |
665
| – | – | 0.03% | 38 |
|
2018
Q3 | $622K | Hold |
665
| – | – | 0.03% | 40 |
|
2018
Q2 | $603K | Hold |
665
| – | – | 0.03% | 40 |
|
2018
Q1 | $547K | Hold |
665
| – | – | 0.03% | 41 |
|
2017
Q4 | $566K | Buy |
+665
| New | +$566K | 0.02% | 40 |
|
2017
Q2 | – | Sell |
-665
| Closed | -$581K | – | 45 |
|
2017
Q1 | $581K | Buy |
+665
| New | +$581K | 0.03% | 39 |
|