Advisors Management Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
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|
2025
Q1 | $8.27M | Sell |
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|
2024
Q4 | $6.89M | Sell |
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|
2024
Q3 | $7.08M | Sell |
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|
2024
Q2 | $5.78M | Sell |
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|
2024
Q1 | $5.25M | Sell |
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|
2023
Q4 | $5.13M | Sell |
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|
2023
Q3 | $4.83M | Sell |
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|
2023
Q2 | $4.82M | Sell |
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|
2023
Q1 | $4.38M | Sell |
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|
2022
Q4 | $4.05M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $5.17M | Sell |
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|
2022
Q1 | $6.08M | Sell |
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|
2021
Q4 | $5.48M | Sell |
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|
2021
Q3 | $5.28M | Buy |
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|
2021
Q2 | $5.32M | Sell |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $4.06M | Buy |
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|
2020
Q3 | $3.33M | Sell |
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|
2020
Q2 | $3.15M | Sell |
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|
2020
Q1 | $2.82M | Buy |
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|
2019
Q4 | $4.96M | Sell |
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|
2019
Q3 | $5.56M | Sell |
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|
2019
Q2 | $5.04M | Sell |
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|
2019
Q1 | $4.81M | Buy |
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|
2018
Q4 | $4.28M | Sell |
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|
2018
Q3 | $3.99M | Sell |
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|
2018
Q2 | $3.89M | Sell |
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|
2018
Q1 | $3.42M | Sell |
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|
2017
Q4 | $3.99M | Sell |
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|
2017
Q3 | $4.45M | Sell |
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|
2017
Q2 | $4.76M | Buy |
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|
2017
Q1 | $4.43M | Buy |
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|
2016
Q4 | $4.09M | Sell |
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|
2016
Q3 | $4.59M | Sell |
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|
2016
Q2 | $4.71M | Sell |
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|
2016
Q1 | $4.33M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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