Wellington Management Group’s TransAlta TAC 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 | $2.42M | Hold |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $5.74M | Buy |
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|
2024
Q3 | $998K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $863K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $487K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $328K | Sell |
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|
2017
Q4 | $1.26M | Hold |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $709K | Buy |
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|
2017
Q1 | $110K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $160K | Buy |
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