US Bancorp’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 | $207K | Sell |
115
-36
| -24% | -$64.6K | ﹤0.01% | 1998 |
|
|
2025
Q1 | $291K | Sell |
151
-14
| -8% | -$27K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $321K | Buy |
165
+14
| +9% | +$27.2K | ﹤0.01% | 1751 |
|
|
2024
Q3 | $256K | Sell |
151
-50
| -25% | -$84.8K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $365K | Sell |
201
-28
| -12% | -$50.9K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $411K | Buy |
229
+30
| +15% | +$53.8K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $299K | Sell |
199
-37
| -16% | -$55.7K | ﹤0.01% | 1801 |
|
|
2023
Q3 | $353K | Buy |
236
+13
| +6% | +$19.4K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $310K | Buy |
223
+67
| +43% | +$93.1K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $215K | Sell |
156
-7
| -4% | -$9.64K | ﹤0.01% | 1831 |
|
|
2022
Q4 | $231K | Sell |
163
-11
| -6% | -$15.6K | ﹤0.01% | 1787 |
|
|
2022
Q3 | $227K | Buy |
174
+13
| +8% | +$17K | ﹤0.01% | 1781 |
|
|
2022
Q2 | $200K | Buy |
161
+28
| +21% | +$34.8K | ﹤0.01% | 1882 |
|
|
2022
Q1 | $151K | Buy |
133
+30
| +29% | +$34.1K | ﹤0.01% | 2089 |
|
|
2021
Q4 | $104K | Sell |
103
-2
| -2% | -$2.02K | ﹤0.01% | 2275 |
|
|
2021
Q3 | $112K | Buy |
105
+53
| +102% | +$56.5K | ﹤0.01% | 2234 |
|
|
2021
Q2 | $60K | Buy |
52
+3
| +6% | +$3.46K | ﹤0.01% | 2576 |
|
|
2021
Q1 | $55K | Sell |
49
-45
| -48% | -$50.5K | ﹤0.01% | 2527 |
|
|
2020
Q4 | $94K | Sell |
94
-4
| -4% | -$4K | ﹤0.01% | 2233 |
|
|
2020
Q3 | $77K | Sell |
98
-19
| -16% | -$14.9K | ﹤0.01% | 2196 |
|
|
2020
Q2 | $104K | Sell |
117
-65
| -36% | -$57.8K | ﹤0.01% | 2067 |
|
|
2020
Q1 | $167K | Sell |
182
-87
| -32% | -$79.8K | ﹤0.01% | 1731 |
|
|
2019
Q4 | $301K | Sell |
269
-58
| -18% | -$64.9K | ﹤0.01% | 1619 |
|
|
2019
Q3 | $353K | Buy |
327
+33
| +11% | +$35.6K | ﹤0.01% | 1526 |
|
|
2019
Q2 | $300K | Sell |
294
-260
| -47% | -$265K | ﹤0.01% | 1640 |
|
|
2019
Q1 | $513K | Buy |
554
+9
| +2% | +$8.33K | ﹤0.01% | 1378 |
|
|
2018
Q4 | $468K | Sell |
545
-391
| -42% | -$336K | ﹤0.01% | 1366 |
|
|
2018
Q3 | $875K | Sell |
936
-55
| -6% | -$51.4K | ﹤0.01% | 1177 |
|
|
2018
Q2 | $899K | Sell |
991
-7
| -0.7% | -$6.35K | ﹤0.01% | 1165 |
|
|
2018
Q1 | $821K | Buy |
998
+37
| +4% | +$30.4K | ﹤0.01% | 1190 |
|
|
2017
Q4 | $818K | Sell |
961
-80
| -8% | -$68.1K | ﹤0.01% | 1203 |
|
|
2017
Q3 | $892K | Buy |
1,041
+111
| +12% | +$95.1K | ﹤0.01% | 1145 |
|
|
2017
Q2 | $808K | Sell |
930
-29
| -3% | -$25.2K | ﹤0.01% | 1163 |
|
|
2017
Q1 | $844K | Buy |
959
+149
| +18% | +$131K | ﹤0.01% | 1154 |
|
|
2016
Q4 | $677K | Buy |
810
+3
| +0.4% | +$2.51K | ﹤0.01% | 1239 |
|
|
2016
Q3 | $670K | Sell |
807
-80
| -9% | -$66.4K | ﹤0.01% | 1223 |
|
|
2016
Q2 | $746K | Sell |
887
-13
| -1% | -$10.9K | ﹤0.01% | 1152 |
|
|
2016
Q1 | $723K | Sell |
900
-392
| -30% | -$315K | ﹤0.01% | 1136 |
|
|
2015
Q4 | $939K | Sell |
1,292
-19
| -1% | -$13.8K | ﹤0.01% | 986 |
|
|
2015
Q3 | $979K | Buy |
1,311
+166
| +14% | +$124K | ﹤0.01% | 968 |
|
|
2015
Q2 | $750K | Sell |
1,145
-28
| -2% | -$18.3K | ﹤0.01% | 1162 |
|
|
2015
Q1 | $803K | Sell |
1,173
-19
| -2% | -$13K | ﹤0.01% | 1127 |
|
|
2014
Q4 | $751K | Sell |
1,192
-698
| -37% | -$440K | ﹤0.01% | 1143 |
|
|
2014
Q3 | $1.19M | Sell |
1,890
-231
| -11% | -$146K | ﹤0.01% | 913 |
|
|
2014
Q2 | $1.29M | Buy |
2,121
+125
| +6% | +$76K | 0.01% | 881 |
|
|
2014
Q1 | $1.2M | Sell |
1,996
-176
| -8% | -$106K | ﹤0.01% | 883 |
|
|
2013
Q4 | $1.31M | Sell |
2,172
-33
| -1% | -$19.9K | 0.01% | 816 |
|
|
2013
Q3 | $1.25M | Buy |
2,205
+1,746
| +380% | +$991K | 0.01% | 814 |
|
|
2013
Q2 | $264K | Buy |
+459
| New | +$264K | ﹤0.01% | 1497 |
|