Albion Financial 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
Q3 | $29K | Buy |
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|
2025
Q2 | $22.8K | Hold |
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|
2025
Q1 | $22.7K | Hold |
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|
2024
Q4 | $18.7K | Buy |
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|
2024
Q3 | $17.3K | Hold |
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|
2024
Q2 | $14.1K | Hold |
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|
2024
Q1 | $12.6K | Hold |
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|
2023
Q4 | $12.2K | Hold |
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|
2023
Q3 | $11.1K | Hold |
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|
2023
Q2 | $10.9K | Hold |
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|
2023
Q1 | $9.68K | Hold |
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|
2022
Q4 | $8.85K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $52K | Sell |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $53K | Buy |
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|
2020
Q4 | $41K | Buy |
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