Wellington Management Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.1M | Buy |
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|
2025
Q2 | $65.3M | Buy |
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|
2025
Q1 | $60.8M | Sell |
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|
2024
Q4 | $88.5M | Buy |
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|
2024
Q3 | $62.9M | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $286K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $6.07M | Buy |
|