Wellington Management Group’s Coastal Financial CCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.6M | Buy |
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|
2025
Q2 | $43.2M | Hold |
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|
2025
Q1 | $40.3M | Sell |
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|
2024
Q4 | $38.8M | Buy |
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|
2024
Q3 | $2.11M | Hold |
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|
2024
Q2 | $1.8M | Hold |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $2.13M | Hold |
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|
2023
Q3 | $2.06M | Hold |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $2.53M | Buy |
|