Wellington Management Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3M | Buy |
2,350,559
+4,345
| +0.2% | +$121K | 0.01% | 629 |
|
|
2025
Q1 | $60.8M | Sell |
2,346,214
-976,300
| -29% | -$25.3M | 0.01% | 634 |
|
|
2024
Q4 | $88.5M | Buy |
3,322,514
+1,422,999
| +75% | +$37.9M | 0.02% | 560 |
|
|
2024
Q3 | $62.9M | Buy |
+1,899,515
| New | +$62.9M | 0.01% | 649 |
|
|
2023
Q2 | – | Sell |
-29,284
| Closed | -$766K | – | 2034 |
|
|
2023
Q1 | $766K | Buy |
29,284
+3,122
| +12% | +$81.7K | ﹤0.01% | 1739 |
|
|
2022
Q4 | $718K | Sell |
26,162
-879
| -3% | -$24.1K | ﹤0.01% | 1730 |
|
|
2022
Q3 | $618K | Buy |
27,041
+12,723
| +89% | +$291K | ﹤0.01% | 1743 |
|
|
2022
Q2 | $286K | Buy |
+14,318
| New | +$286K | ﹤0.01% | 1960 |
|
|
2022
Q1 | – | Sell |
-47,279
| Closed | -$1.48M | – | 2244 |
|
|
2021
Q4 | $1.48M | Buy |
47,279
+1,079
| +2% | +$33.8K | ﹤0.01% | 1733 |
|
|
2021
Q3 | $1.9M | Sell |
46,200
-105,623
| -70% | -$4.33M | ﹤0.01% | 1693 |
|
|
2021
Q2 | $6.07M | Buy |
+151,823
| New | +$6.07M | ﹤0.01% | 1446 |
|