Vident Advisory’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 | $215K | Buy |
+120
| New | +$215K | ﹤0.01% | 1472 |
|
|
2024
Q3 | – | Sell |
-1,724
| Closed | -$3.13M | – | 1573 |
|
|
2024
Q2 | $3.13M | Buy |
1,724
+49
| +3% | +$89.1K | 0.09% | 245 |
|
|
2024
Q1 | $3.01M | Sell |
1,675
-77
| -4% | -$138K | 0.06% | 292 |
|
|
2023
Q4 | $2.64M | Sell |
1,752
-16
| -0.9% | -$24.1K | 0.07% | 312 |
|
|
2023
Q3 | $2.64M | Buy |
+1,768
| New | +$2.64M | 0.08% | 260 |
|