Welch & Forbes’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-374
| Closed | -$332K | – | 362 |
|
|
2020
Q2 | $332K | Sell |
374
-23
| -6% | -$20.4K | 0.01% | 284 |
|
|
2020
Q1 | $361K | Hold |
397
| – | – | 0.01% | 259 |
|
|
2019
Q4 | $443K | Sell |
397
-46
| -10% | -$51.3K | 0.01% | 267 |
|
|
2019
Q3 | $478K | Hold |
443
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $453K | Sell |
443
-76
| -15% | -$77.7K | 0.01% | 265 |
|
|
2019
Q1 | $480K | Sell |
519
-6
| -1% | -$5.55K | 0.01% | 257 |
|
|
2018
Q4 | $450K | Sell |
525
-21
| -4% | -$18K | 0.01% | 255 |
|
|
2018
Q3 | $511K | Buy |
+546
| New | +$511K | 0.01% | 255 |
|
|
2018
Q2 | – | Sell |
-580
| Closed | -$477K | – | 368 |
|
|
2018
Q1 | $477K | Buy |
+580
| New | +$477K | 0.01% | 256 |
|
|
2017
Q4 | – | Sell |
-730
| Closed | -$626K | – | 357 |
|
|
2017
Q3 | $626K | Buy |
+730
| New | +$626K | 0.02% | 219 |
|
|
2016
Q4 | – | Sell |
-797
| Closed | -$662K | – | 356 |
|
|
2016
Q3 | $662K | Buy |
+797
| New | +$662K | 0.02% | 189 |
|
|
2016
Q2 | – | Sell |
-824
| Closed | -$661K | – | 353 |
|
|
2016
Q1 | $661K | Buy |
+824
| New | +$661K | 0.02% | 223 |
|
|
2015
Q4 | – | Sell |
-829
| Closed | -$620K | – | 348 |
|
|
2015
Q3 | $620K | Buy |
+829
| New | +$620K | 0.02% | 222 |
|
|
2015
Q1 | – | Sell |
-829
| Closed | -$522K | – | 348 |
|
|
2014
Q4 | $522K | Hold |
829
| – | – | 0.02% | 256 |
|
|
2014
Q3 | $522K | Buy |
+829
| New | +$522K | 0.02% | 260 |
|
|
2014
Q2 | – | Sell |
-829
| Closed | -$497K | – | 350 |
|
|
2014
Q1 | $497K | Buy |
+829
| New | +$497K | 0.02% | 260 |
|
|
2013
Q4 | – | Sell |
-841
| Closed | -$477K | – | 334 |
|
|
2013
Q3 | $477K | Hold |
841
| – | – | 0.02% | 258 |
|
|
2013
Q2 | $484K | Buy |
+841
| New | +$484K | 0.02% | 239 |
|