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WMS Partners’s White Mountains Insurance WTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-719
Closed -$734K 232
2019
Q2
$734K Hold
719
0.18% 79
2019
Q1
$665K Hold
719
0.17% 82
2018
Q4
$617K Sell
719
-235
-25% -$202K 0.17% 79
2018
Q3
$893K Hold
954
0.1% 84
2018
Q2
$865K Hold
954
0.1% 86
2018
Q1
$785K Hold
954
0.09% 87
2017
Q4
$812K Sell
954
-30
-3% -$25.5K 0.09% 88
2017
Q3
$843K Hold
984
0.1% 82
2017
Q2
$855K Hold
984
0.11% 80
2017
Q1
$866K Sell
984
-1
-0.1% -$880 0.11% 80
2016
Q4
$824K Buy
985
+1
+0.1% +$837 0.11% 81
2016
Q3
$817K Hold
984
0.11% 81
2016
Q2
$829K Hold
984
0.12% 78
2016
Q1
$790K Hold
984
0.11% 86
2015
Q4
$715K Hold
984
0.1% 95
2015
Q3
$735K Hold
984
0.11% 90
2015
Q2
$644K Hold
984
0.07% 145
2015
Q1
$674K Hold
984
0.08% 140
2014
Q4
$620K Hold
984
0.1% 103
2014
Q3
$620K Hold
984
0.1% 125
2014
Q2
$599K Hold
984
0.09% 122
2014
Q1
$590K Hold
984
0.09% 121
2013
Q4
$593K Buy
+984
New +$593K 0.1% 107
2013
Q3
Sell
-984
Closed -$566K 232
2013
Q2
$566K Buy
+984
New +$566K 0.1% 104