Wellington Management Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $222K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $266K | Sell |
|
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|
2024
Q3 | $264K | Sell |
|
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|
2024
Q2 | $316K | Sell |
|
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|
2024
Q1 | $11.9M | Sell |
|
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|
2023
Q4 | $14.8M | Sell |
|
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $659K | Sell |
|
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|
2023
Q1 | $2.85M | Buy |
|
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $29.8M | Buy |
|
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|
2022
Q1 | $32.2M | Sell |
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|
2021
Q4 | $47M | Sell |
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|
2021
Q3 | $39.3M | Sell |
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|
2021
Q2 | $38.4M | Buy |
|
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|
2021
Q1 | $33.9M | Sell |
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|
2020
Q4 | $37.6M | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $55.9M | Sell |
|
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|
2020
Q1 | $94.9M | Sell |
|
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|
2019
Q4 | $172M | Sell |
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|
2019
Q3 | $188M | Sell |
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|
2019
Q2 | $252M | Sell |
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|
2019
Q1 | $343M | Sell |
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|
2018
Q4 | $287M | Sell |
|
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|
2018
Q3 | $342M | Sell |
|
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|
2018
Q2 | $307M | Buy |
|
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|
2018
Q1 | $306M | Sell |
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|
2017
Q4 | $312M | Buy |
|
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|
2017
Q3 | $261M | Buy |
|
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|
2017
Q2 | $218M | Buy |
|
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|
2017
Q1 | $211M | Buy |
|
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|
2016
Q4 | $205M | Sell |
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|
2016
Q3 | $221M | Buy |
|
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|
2016
Q2 | $217M | Buy |
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|
2016
Q1 | $198M | Buy |
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|
2015
Q4 | $203M | Buy |
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|
2015
Q3 | $198M | Buy |
|
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|
2015
Q2 | $195M | Sell |
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|
2015
Q1 | $273M | Sell |
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|
2014
Q4 | $276M | Sell |
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|
2014
Q3 | $242M | Buy |
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|
2014
Q2 | $133M | Buy |
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|
2014
Q1 | $79.8M | Buy |
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|
2013
Q4 | $64.6M | Sell |
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|
2013
Q3 | $67.6M | Sell |
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|
2013
Q2 | $92.6M | Buy |
|