UMB Bank’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
Q1 | – | Sell |
-28
| Closed | -$54.5K | – | 2175 |
|
|
2024
Q4 | $54.5K | Hold |
28
| – | – | ﹤0.01% | 887 |
|
|
2024
Q3 | $47.5K | Buy |
28
+8
| +40% | +$13.6K | ﹤0.01% | 890 |
|
|
2024
Q2 | $36.3K | Hold |
20
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $35.9K | Buy |
20
+7
| +54% | +$12.6K | ﹤0.01% | 894 |
|
|
2023
Q4 | $19.6K | Buy |
+13
| New | +$19.6K | ﹤0.01% | 1066 |
|