Allen Capital 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 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Sell |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $306K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $262K | Sell |
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|
2018
Q1 | $245K | Buy |
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|
2017
Q4 | $251K | Buy |
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