Y-Intercept (HK)’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-145
| Closed | -$201K | – | 1684 |
|
|
2023
Q2 | $201K | Sell |
145
-83
| -36% | -$115K | 0.02% | 941 |
|
|
2023
Q1 | $314K | Buy |
+228
| New | +$314K | 0.04% | 753 |
|
|
2022
Q3 | – | Sell |
-203
| Closed | -$253K | – | 1313 |
|
|
2022
Q2 | $253K | Buy |
+203
| New | +$253K | 0.03% | 629 |
|
|
2021
Q2 | – | Sell |
-288
| Closed | -$321K | – | 944 |
|
|
2021
Q1 | $321K | Buy |
+288
| New | +$321K | 0.09% | 378 |
|