Westwood Holdings Group’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,906
| Closed | -$11.9M | – | 484 |
|
|
2020
Q4 | $11.9M | Sell |
11,906
-9,042
| -43% | -$9.05M | 0.14% | 184 |
|
|
2020
Q3 | $16.3M | Buy |
20,948
+955
| +5% | +$744K | 0.21% | 154 |
|
|
2020
Q2 | $17.8M | Buy |
19,993
+1,584
| +9% | +$1.41M | 0.24% | 135 |
|
|
2020
Q1 | $16.8M | Buy |
18,409
+16,404
| +818% | +$14.9M | 0.25% | 127 |
|
|
2019
Q4 | $2.24M | Buy |
2,005
+1,206
| +151% | +$1.34M | 0.02% | 302 |
|
|
2019
Q3 | $863K | Buy |
+799
| New | +$863K | 0.01% | 351 |
|