Advisory Services Network’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 | $426K | Buy |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $448K | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | $1.21M | Hold |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $977K | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $968K | Buy |
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|
2018
Q2 | $968K | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | $173K | Buy |
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|
2017
Q2 | $123K | Sell |
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|
2017
Q1 | $129K | Buy |
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|
2016
Q3 | $126K | Buy |
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|
2016
Q2 | $71K | Buy |
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|
2016
Q1 | $53K | Buy |
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|
2015
Q4 | $52K | Buy |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $50K | Buy |
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|
2015
Q1 | $58K | Sell |
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|
2014
Q4 | $131K | Buy |
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