WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $734K | Hold |
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|
2019
Q1 | $665K | Hold |
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|
2018
Q4 | $617K | Sell |
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|
2018
Q3 | $893K | Hold |
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|
2018
Q2 | $865K | Hold |
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|
2018
Q1 | $785K | Hold |
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|
2017
Q4 | $812K | Sell |
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|
2017
Q3 | $843K | Hold |
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|
2017
Q2 | $855K | Hold |
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|
2017
Q1 | $866K | Sell |
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|
2016
Q4 | $824K | Buy |
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|
2016
Q3 | $817K | Hold |
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|
2016
Q2 | $829K | Hold |
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|
2016
Q1 | $790K | Hold |
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|
2015
Q4 | $715K | Hold |
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|
2015
Q3 | $735K | Hold |
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|
2015
Q2 | $644K | Hold |
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|
2015
Q1 | $674K | Hold |
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|
2014
Q4 | $620K | Hold |
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|
2014
Q3 | $620K | Hold |
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|
2014
Q2 | $599K | Hold |
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|
2014
Q1 | $590K | Hold |
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|
2013
Q4 | $593K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $566K | Buy |
|