WP
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 |
|