Wealth Enhancement Advisory Services’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 | $412K | Buy |
231
+58
| +34% | +$104K | ﹤0.01% | 2354 |
|
|
2025
Q1 | $333K | Buy |
173
+11
| +7% | +$21.2K | ﹤0.01% | 2345 |
|
|
2024
Q4 | $315K | Hold |
162
| – | – | ﹤0.01% | 2322 |
|
|
2024
Q3 | $275K | Buy |
162
+5
| +3% | +$8.48K | ﹤0.01% | 2216 |
|
|
2024
Q2 | $285K | Buy |
157
+22
| +16% | +$40K | ﹤0.01% | 2015 |
|
|
2024
Q1 | $242K | Sell |
135
-13
| -9% | -$23.3K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $223K | Sell |
148
-29
| -16% | -$43.6K | ﹤0.01% | 2028 |
|
|
2023
Q3 | $265K | Buy |
+177
| New | +$265K | ﹤0.01% | 1810 |
|
|
2019
Q1 | – | Sell |
-1,532
| Closed | -$1.37M | – | 224 |
|
|
2018
Q4 | $1.37M | Buy |
+1,532
| New | +$1.37M | 0.09% | 88 |
|