Williams Jones Wealth Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.68M | Hold |
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|
2025
Q2 | $9.33M | Hold |
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|
2025
Q1 | $10M | Hold |
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|
2024
Q4 | $10.1M | Hold |
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|
2024
Q3 | $8.81M | Hold |
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|
2024
Q2 | $9.44M | Hold |
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|
2024
Q1 | $9.32M | Sell |
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|
2023
Q4 | $8.04M | Hold |
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|
2023
Q3 | $7.99M | Hold |
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|
2023
Q2 | $7.42M | Hold |
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|
2023
Q1 | $7.36M | Hold |
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|
2022
Q4 | $7.56M | Hold |
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|
2022
Q3 | $6.96M | Hold |
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|
2022
Q2 | $6.66M | Hold |
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|
2022
Q1 | $6.07M | Sell |
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|
2021
Q4 | $5.44M | Buy |
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|
2021
Q3 | $5.71M | Sell |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | $6.24M | Hold |
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|
2020
Q4 | $5.6M | Hold |
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|
2020
Q3 | $4.36M | Hold |
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|
2020
Q2 | $4.97M | Hold |
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|
2020
Q1 | $5.09M | Hold |
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|
2019
Q4 | $6.24M | Hold |
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|
2019
Q3 | $6.04M | Buy |
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