Williams Jones & Associates’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5.81M | Hold |
5,691
| – | – | 0.12% | 103 |
|
|
2019
Q1 | $5.27M | Hold |
5,691
| – | – | 0.12% | 105 |
|
|
2018
Q4 | $4.88M | Hold |
5,691
| – | – | 0.13% | 106 |
|
|
2018
Q3 | $5.33M | Hold |
5,691
| – | – | 0.11% | 127 |
|
|
2018
Q2 | $5.16M | Hold |
5,691
| – | – | 0.11% | 122 |
|
|
2018
Q1 | $4.68M | Hold |
5,691
| – | – | 0.11% | 123 |
|
|
2017
Q4 | $4.85M | Hold |
5,691
| – | – | 0.11% | 123 |
|
|
2017
Q3 | $4.88M | Hold |
5,691
| – | – | 0.12% | 123 |
|
|
2017
Q2 | $4.94M | Hold |
5,691
| – | – | 0.12% | 122 |
|
|
2017
Q1 | $5.01M | Hold |
5,691
| – | – | 0.13% | 125 |
|
|
2016
Q4 | $4.76M | Hold |
5,691
| – | – | 0.14% | 128 |
|
|
2016
Q3 | $4.72M | Hold |
5,691
| – | – | 0.14% | 122 |
|
|
2016
Q2 | $4.79M | Buy |
+5,691
| New | +$4.79M | 0.15% | 115 |
|