Dimensional Fund Advisors’s Welbilt, Inc. WBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,652,208
| Closed | -$63.1M | – | 3581 |
|
|
2022
Q2 | $63.1M | Sell |
2,652,208
-207,218
| -7% | -$4.9M | 0.02% | 1091 |
|
|
2022
Q1 | $67.9M | Sell |
2,859,426
-134,776
| -5% | -$3.2M | 0.02% | 1150 |
|
|
2021
Q4 | $71.2M | Sell |
2,994,202
-51,657
| -2% | -$1.22M | 0.02% | 1149 |
|
|
2021
Q3 | $70.8M | Buy |
3,045,859
+78,378
| +3% | +$1.84M | 0.02% | 1124 |
|
|
2021
Q2 | $68.7M | Buy |
2,967,481
+24,059
| +0.8% | +$510K | 0.02% | 1169 |
|
|
2021
Q1 | $47.8M | Sell |
2,943,422
-20,393
| -0.7% | -$307K | 0.02% | 1481 |
|
|
2020
Q4 | $39.1M | Buy |
2,963,815
+1,467
| +0% | +$13.2K | 0.01% | 1572 |
|
|
2020
Q3 | $18.2M | Sell |
2,962,348
-97,204
| -3% | -$655K | 0.01% | 1899 |
|
|
2020
Q2 | $18.6M | Sell |
3,059,552
-84,770
| -3% | -$459K | 0.01% | 1913 |
|
|
2020
Q1 | $16.1M | Sell |
3,144,322
-168,662
| -5% | -$2.03M | 0.01% | 1876 |
|
|
2019
Q4 | $51.7M | Sell |
3,312,984
-28,791
| -0.9% | -$493K | 0.02% | 1391 |
|
|
2019
Q3 | $56.3M | Buy |
3,341,775
+9,754
| +0.3% | +$158K | 0.02% | 1284 |
|
|
2019
Q2 | $55.6M | Sell |
3,332,021
-75,120
| -2% | -$1.23M | 0.02% | 1320 |
|
|
2019
Q1 | $55.8M | Sell |
3,407,141
-17,916
| -0.5% | -$261K | 0.02% | 1282 |
|
|
2018
Q4 | $38.1M | Buy |
3,425,057
+50,038
| +1% | +$772K | 0.02% | 1536 |
|
|
2018
Q3 | $70.5M | Buy |
3,375,019
+6,699
| +0.2% | +$148K | 0.03% | 1056 |
|
|
2018
Q2 | $75.1M | Sell |
3,368,320
-49,454
| -1% | -$988K | 0.03% | 933 |
|
|
2018
Q1 | $66.5M | Sell |
3,417,774
-20,768
| -0.6% | -$443K | 0.03% | 1007 |
|
|
2017
Q4 | $80.8M | Sell |
3,438,542
-154,265
| -4% | -$3.4M | 0.03% | 786 |
|
|
2017
Q3 | $82.8M | Buy |
3,592,807
+54,490
| +2% | +$1.1M | 0.04% | 733 |
|
|
2017
Q2 | $66.7M | Sell |
3,538,317
-294,972
| -8% | -$5.76M | 0.03% | 892 |
|
|
2017
Q1 | $75.2M | Sell |
3,833,289
-36,926
| -1% | -$707K | 0.04% | 732 |
|
|
2016
Q4 | $74.8M | Buy |
3,870,215
+12,083
| +0.3% | +$206K | 0.04% | 699 |
|
|
2016
Q3 | $62.6M | Buy |
3,858,132
+15,693
| +0.4% | +$268K | 0.03% | 802 |
|
|
2016
Q2 | $67.7M | Buy |
3,842,439
+235,145
| +7% | +$3.75M | 0.04% | 659 |
|
|
2016
Q1 | $53.2M | Buy |
+3,607,294
| New | +$52.4M | 0.03% | 855 |
|