Wellington Management Group’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6M | Sell |
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|
2025
Q2 | $26.6M | Buy |
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|
2025
Q1 | $22.4M | Sell |
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|
2024
Q4 | $22.9M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $1.57M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.49M | Sell |
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|
2017
Q3 | $20.2M | Buy |
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|
2017
Q2 | $16.8M | Sell |
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|
2017
Q1 | $21.2M | Sell |
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|
2016
Q4 | $31.5M | Sell |
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|
2016
Q3 | $24.7M | Buy |
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|
2016
Q2 | $8.43M | Buy |
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|
2016
Q1 | $1.16M | Hold |
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|
2015
Q4 | $1.26M | Hold |
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|
2015
Q3 | $1.14M | Hold |
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|
2015
Q2 | $985K | Sell |
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|
2015
Q1 | $5.42M | Buy |
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