Alta Advisers’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 | $505K | Hold |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $121K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $93.2K | Hold |
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|
2022
Q4 | $85K | Hold |
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|
2022
Q3 | $84K | Buy |
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