Wellesley Asset Management CSWC US Transaction History

Wellesley Asset Management

  • $999 Billion
  • Q3 2025
Number of Shares
18,409,000
Previous 19,728,000 6.69%
Holding current value
$18.2 Billion
Previous $19.5 Billion 6.74%
% of portfolio
1.82%
Previous 1.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
N/A
-1,319,000 Reduced 6.69%
18,409,000 $18.2 Billion
Q2 2025

Aug 05, 2025
SELL
N/A
-576,000 Reduced 2.84%
19,728,000 $19.5 Billion
Q1 2025

May 02, 2025
BUY
N/A
927,000 Added 4.78%
20,304,000 $19.9 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
19,377,000 New
19,377,000 $18.9 Billion
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