WILLIAMS JONES WEALTH MANAGEMENT, LLC. – White Mountains Insurance Group, Ltd. Transaction History
WILLIAMS JONES WEALTH MANAGEMENT, LLC. portfolio value:
$6.96M
portfolio value
WILLIAMS JONES WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+4.57%
quarter
White Mountains Insurance Group, Ltd. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 304K | $1,303.02 | 5.34K | |
| Q2 2022 | share | 0.00% | 0 shares | 587K | $1,246.13 | 5.34K | |
| Q1 2022 | share | Decrease | -0.43% | -23 shares | 630K | $1,136.24 | 5.34K |
| Q4 2021 | share | Increase | +0.43% | 23 shares | -274K | $1,012.34 | 5.36K |
| Q3 2021 | share | Decrease | -4.62% | -259 shares | -716K | $1,069.61 | 5.34K |
| Q2 2021 | share | Increase | +0.16% | 9 shares | 195K | $1,148.03 | 5.60K |
| Q1 2021 | share | 0.00% | 0 shares | 639K | $1,114.9 | 5.59K | |
| Q4 2020 | share | 0.00% | 0 shares | 1.24M | $999.81 | 5.59K | |
| Q3 2020 | share | 0.00% | 0 shares | -609K | $778.34 | 5.59K | |
| Q2 2020 | share | 0.00% | 0 shares | -124K | $887.22 | 5.59K | |
| Q1 2020 | share | 0.00% | 0 shares | -1.14M | $909.23 | 5.59K | |
| Q4 2019 | share | 0.00% | 0 shares | 199K | $1,113.23 | 5.59K | |
| Q3 2019 | share | Increase | 0.00% | 5.59K shares | 6.04M | $1,077.8 | 5.59K |