Wellington Management Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376M | Buy |
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|
2025
Q1 | $214M | Sell |
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|
2024
Q4 | $421M | Sell |
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|
2024
Q3 | $367M | Buy |
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|
2024
Q2 | $341M | Sell |
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|
2024
Q1 | $724M | Sell |
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|
2023
Q4 | $662M | Sell |
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|
2023
Q3 | $493M | Sell |
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|
2023
Q2 | $1.1B | Buy |
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|
2023
Q1 | $963M | Buy |
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|
2022
Q4 | $844M | Buy |
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|
2022
Q3 | $653M | Buy |
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|
2022
Q2 | $697M | Buy |
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|
2022
Q1 | $1.17B | Buy |
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|
2021
Q4 | $663M | Buy |
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|
2021
Q3 | $643M | Sell |
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|
2021
Q2 | $854M | Sell |
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|
2021
Q1 | $991M | Sell |
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|
2020
Q4 | $1.35B | Sell |
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|
2020
Q3 | $1.15B | Sell |
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|
2020
Q2 | $1.13B | Buy |
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|
2020
Q1 | $537M | Buy |
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|
2019
Q4 | $57.7M | Sell |
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|
2019
Q3 | $201M | Buy |
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|
2019
Q2 | $212M | Buy |
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|
2019
Q1 | $63.7M | Sell |
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|
2018
Q4 | $48.7M | Buy |
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|
2018
Q3 | $22.8M | Sell |
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|
2018
Q2 | $23.9M | Sell |
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|
2018
Q1 | $23.5M | Buy |
|
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|
2017
Q4 | $15.7M | Sell |
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|
2017
Q3 | $32.6M | Buy |
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|
2017
Q2 | $17.3M | Sell |
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|
2017
Q1 | $59.1M | Sell |
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|
2016
Q4 | $73.8M | Buy |
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|
2016
Q3 | $18.7M | Buy |
|