Williams Jones Wealth Management’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 | $9.33M | Hold |
5,193
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $10M | Hold |
5,193
| – | – | 0.13% | 97 |
|
|
2024
Q4 | $10.1M | Hold |
5,193
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $8.81M | Hold |
5,193
| – | – | 0.1% | 115 |
|
|
2024
Q2 | $9.44M | Hold |
5,193
| – | – | 0.12% | 107 |
|
|
2024
Q1 | $9.32M | Sell |
5,193
-150
| -3% | -$269K | 0.12% | 106 |
|
|
2023
Q4 | $8.04M | Hold |
5,343
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $7.99M | Hold |
5,343
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $7.42M | Hold |
5,343
| – | – | 0.11% | 116 |
|
|
2023
Q1 | $7.36M | Hold |
5,343
| – | – | 0.12% | 120 |
|
|
2022
Q4 | $7.56M | Hold |
5,343
| – | – | 0.13% | 115 |
|
|
2022
Q3 | $6.96M | Hold |
5,343
| – | – | 0.12% | 116 |
|
|
2022
Q2 | $6.66M | Hold |
5,343
| – | – | 0.11% | 124 |
|
|
2022
Q1 | $6.07M | Sell |
5,343
-23
| -0.4% | -$26.1K | 0.08% | 133 |
|
|
2021
Q4 | $5.44M | Buy |
5,366
+23
| +0.4% | +$23.3K | 0.07% | 138 |
|
|
2021
Q3 | $5.72M | Sell |
5,343
-259
| -5% | -$277K | 0.08% | 133 |
|
|
2021
Q2 | $6.43M | Buy |
5,602
+9
| +0.2% | +$10.3K | 0.09% | 129 |
|
|
2021
Q1 | $6.24M | Hold |
5,593
| – | – | 0.1% | 125 |
|
|
2020
Q4 | $5.6M | Hold |
5,593
| – | – | 0.09% | 123 |
|
|
2020
Q3 | $4.36M | Hold |
5,593
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $4.97M | Hold |
5,593
| – | – | 0.1% | 110 |
|
|
2020
Q1 | $5.09M | Hold |
5,593
| – | – | 0.13% | 95 |
|
|
2019
Q4 | $6.24M | Hold |
5,593
| – | – | 0.12% | 108 |
|
|
2019
Q3 | $6.04M | Buy |
+5,593
| New | +$6.04M | 0.12% | 105 |
|