Wellington Management Group’s Orange County Bancorp OBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Buy |
966,410
+457,152
| +90% | +$11.8M | ﹤0.01% | 890 |
|
|
2025
Q1 | $11.9M | Sell |
509,258
-20,252
| -4% | -$474K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $14.7M | Hold |
529,510
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q3 | $16M | Hold |
529,510
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q2 | $14M | Sell |
529,510
-8,782
| -2% | -$232K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $12.4M | Sell |
538,292
-4,724
| -0.9% | -$109K | ﹤0.01% | 1067 |
|
|
2023
Q4 | $16.4M | Hold |
543,016
| – | – | ﹤0.01% | 990 |
|
|
2023
Q3 | $11.7M | Hold |
543,016
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q2 | $10M | Sell |
543,016
-178,618
| -25% | -$3.3M | ﹤0.01% | 1106 |
|
|
2023
Q1 | $15.9M | Sell |
721,634
-834
| -0.1% | -$18.3K | ﹤0.01% | 993 |
|
|
2022
Q4 | $16.8M | Hold |
722,468
| – | – | ﹤0.01% | 956 |
|
|
2022
Q3 | $13.9M | Sell |
722,468
-8,750
| -1% | -$168K | ﹤0.01% | 1015 |
|
|
2022
Q2 | $13.9M | Sell |
731,218
-15,450
| -2% | -$293K | ﹤0.01% | 1040 |
|
|
2022
Q1 | $14.9M | Hold |
746,668
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q4 | $15.7M | Buy |
746,668
+500,774
| +204% | +$10.5M | ﹤0.01% | 1134 |
|
|
2021
Q3 | $4.32M | Buy |
+245,894
| New | +$4.32M | ﹤0.01% | 1540 |
|