Advance Capital 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 | $2.45M | Buy |
|
|||||
|
2025
Q2 | $2.1M | Buy |
|
|||||
|
2025
Q1 | $2.09M | Hold |
|
|||||
|
2024
Q4 | $1.72M | Sell |
|
|||||
|
2024
Q3 | $1.75M | Hold |
|
|||||
|
2024
Q2 | $1.43M | Buy |
|
|||||
|
2024
Q1 | $1.27M | Hold |
|
|||||
|
2023
Q4 | $1.23M | Hold |
|
|||||
|
2023
Q3 | $1.11M | Buy |
|
|||||
|
2023
Q2 | $1.1M | Hold |
|
|||||
|
2023
Q1 | $974K | Hold |
|
|||||
|
2022
Q4 | $891K | Hold |
|
|||||
|
2022
Q3 | $874K | Hold |
|
|||||
|
2022
Q2 | $1.12M | Hold |
|
|||||
|
2022
Q1 | $1.31M | Hold |
|
|||||
|
2021
Q4 | $1.17M | Buy |
|