Abbrea Capital’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $996K | Hold |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $433K | Buy |
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