Wellington Management Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $563K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $205K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $655K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $269K | Sell |
|
|||||
|
2017
Q4 | $5.23M | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $6.86M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $15.4M | Sell |
|
|||||
|
2015
Q3 | $34.4M | Sell |
|
|||||
|
2015
Q2 | $82.4M | Sell |
|
|||||
|
2015
Q1 | $101M | Sell |
|
|||||
|
2014
Q4 | $172M | Sell |
|
|||||
|
2014
Q3 | $186M | Buy |
|
|||||
|
2014
Q2 | $201M | Buy |
|
|||||
|
2014
Q1 | $183M | Buy |
|
|||||
|
2013
Q4 | $84.9M | Sell |
|
|||||
|
2013
Q3 | $92.2M | Sell |
|
|||||
|
2013
Q2 | $82.4M | Buy |
|