Venturi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
213
-36
| -14% | -$64.6K | 0.02% | 372 |
|
|
2025
Q1 | $480K | Buy |
249
+25
| +11% | +$48.1K | 0.03% | 329 |
|
|
2024
Q4 | $436K | Buy |
224
+3
| +1% | +$5.84K | 0.02% | 363 |
|
|
2024
Q3 | $375K | Hold |
221
| – | – | 0.02% | 338 |
|
|
2024
Q2 | $402K | Buy |
221
+191
| +637% | +$347K | 0.02% | 306 |
|
|
2024
Q1 | $53.8K | Hold |
30
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $45.2K | Sell |
30
-9
| -23% | -$13.5K | ﹤0.01% | 504 |
|
|
2023
Q3 | $58.3K | Buy |
39
+2
| +5% | +$2.99K | ﹤0.01% | 455 |
|
|
2023
Q2 | $51.4K | Hold |
37
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $51K | Buy |
+37
| New | +$51K | ﹤0.01% | 467 |
|