Wellesley Asset Management ON US Transaction History

Wellesley Asset Management

  • $1 Trillion
  • Q1 2025
Number of Shares
45,580,000
Previous 39,439,000 15.57%
Holding current value
$39.1 Billion
Previous $37.2 Billion 5.16%
% of portfolio
3.9%
Previous 3.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
6,141,000 Added 15.57%
45,580,000 $39.1 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
179,000 Added 0.46%
39,439,000 $37.2 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
2,109,256 Added 5.68%
39,260,000 $39.8 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
6,859,744 Added 22.65%
37,150,744 $35.8 Billion
Q1 2024

May 14, 2024
BUY
N/A
30,291,000 New
30,291,000 $29.9 Billion
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