Accurate Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $212K | Buy |
|
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|
2024
Q3 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $313K | Buy |
|