Wellesley Asset Management SPOT US Transaction History

Wellesley Asset Management

  • $962 Billion
  • Q4 2024
Number of Shares
36,251,000
Previous 39,922,000 9.2%
Holding current value
$38.7 Billion
Previous $39.8 Billion 2.74%
% of portfolio
4.02%
Previous 3.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-3,671,000 Reduced 9.2%
36,251,000 $38.7 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
13,117,813 Added 48.94%
39,922,000 $39.8 Billion
Q2 2024

Aug 07, 2024
SELL
N/A
-4,533,813 Reduced 14.47%
26,804,187 $25.7 Billion
Q1 2024

May 14, 2024
BUY
N/A
31,338,000 New
31,338,000 $28.8 Billion
Q2 2022

Aug 15, 2022
SELL
N/A
-7,369 Reduced 17.08%
35,763 $0
Q1 2022

May 16, 2022
BUY
N/A
43,132 New
43,132 $37.6 Million
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