Zullo Investment Group’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
Q1 | – | Sell |
-14
| Closed | -$19.8K | – | 723 |
|
|
2022
Q4 | $19.8K | Sell |
14
-2
| -13% | -$2.83K | 0.01% | 396 |
|
|
2022
Q3 | $21K | Buy |
16
+2
| +14% | +$2.63K | 0.01% | 389 |
|
|
2022
Q2 | $17K | Sell |
14
-3
| -18% | -$3.64K | 0.01% | 425 |
|
|
2022
Q1 | $19K | Sell |
17
-3
| -15% | -$3.35K | 0.01% | 434 |
|
|
2021
Q4 | $20K | Buy |
+20
| New | +$20K | 0.01% | 428 |
|