Zions Bancorporation’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5
| Closed | -$4K | – | 1040 |
|
|
2020
Q3 | $4K | Sell |
5
-5
| -50% | -$4K | ﹤0.01% | 872 |
|
|
2020
Q2 | $9K | Hold |
10
| – | – | ﹤0.01% | 659 |
|
|
2020
Q1 | $9K | Hold |
10
| – | – | ﹤0.01% | 617 |
|
|
2019
Q4 | $11K | Hold |
10
| – | – | ﹤0.01% | 710 |
|
|
2019
Q3 | $11K | Hold |
10
| – | – | ﹤0.01% | 698 |
|
|
2019
Q2 | $10K | Hold |
10
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $9K | Hold |
10
| – | – | ﹤0.01% | 710 |
|
|
2018
Q4 | $9K | Buy |
+10
| New | +$9K | 0.01% | 341 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$9K | – | 834 |
|
|
2018
Q2 | $9K | Buy |
+10
| New | +$9K | 0.01% | 337 |
|
|
2018
Q1 | – | Sell |
-10
| Closed | -$9K | – | 713 |
|
|
2017
Q4 | $9K | Hold |
10
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $9K | Buy |
+10
| New | +$9K | ﹤0.01% | 861 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$11K | – | 845 |
|
|
2016
Q4 | $11K | Sell |
13
-4
| -24% | -$3.39K | ﹤0.01% | 496 |
|
|
2016
Q3 | $14K | Buy |
+17
| New | +$14K | ﹤0.01% | 436 |
|
|
2016
Q2 | – | Sell |
-17
| Closed | -$14K | – | 944 |
|
|
2016
Q1 | $14K | Hold |
17
| – | – | ﹤0.01% | 467 |
|
|
2015
Q4 | $12K | Hold |
17
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $13K | Buy |
+17
| New | +$13K | ﹤0.01% | 436 |
|
|
2015
Q2 | – | Sell |
-17
| Closed | -$12K | – | 744 |
|
|
2015
Q1 | $12K | Buy |
+17
| New | +$12K | ﹤0.01% | 488 |
|