Wellington Management Group’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.5M | Buy |
+1,294,424
| New | +$11.5M | ﹤0.01% | 1166 |
|
2023
Q3 | – | Sell |
-3,174,950
| Closed | -$20.5M | – | 1866 |
|
2023
Q2 | $20.5M | Sell |
3,174,950
-2,304,988
| -42% | -$14.9M | ﹤0.01% | 941 |
|
2023
Q1 | $44.7M | Sell |
5,479,938
-645,354
| -11% | -$5.27M | 0.01% | 718 |
|
2022
Q4 | $38.3M | Sell |
6,125,292
-2,993,366
| -33% | -$18.7M | 0.01% | 747 |
|
2022
Q3 | $72M | Sell |
9,118,658
-1,902,716
| -17% | -$15M | 0.02% | 593 |
|
2022
Q2 | $109M | Buy |
11,021,374
+1,421,225
| +15% | +$14M | 0.02% | 517 |
|
2022
Q1 | $127M | Buy |
9,600,149
+1,975,221
| +26% | +$26.2M | 0.02% | 534 |
|
2021
Q4 | $159M | Buy |
7,624,928
+5,924,101
| +348% | +$123M | 0.03% | 508 |
|
2021
Q3 | $51.1M | Buy |
1,700,827
+1,522,397
| +853% | +$45.7M | 0.01% | 812 |
|
2021
Q2 | $6.67M | Sell |
178,430
-274,292
| -61% | -$10.3M | ﹤0.01% | 1409 |
|
2021
Q1 | $11.9M | Buy |
+452,722
| New | +$11.9M | ﹤0.01% | 1193 |
|