Amalgamated Bank’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
122,674
+3,978
| +3% | +$612K | 0.15% | 113 |
|
|
2025
Q1 | $18.2M | Buy |
118,696
+4,115
| +4% | +$630K | 0.16% | 109 |
|
|
2024
Q4 | $14.4M | Sell |
114,581
-361
| -0.3% | -$45.5K | 0.12% | 135 |
|
|
2024
Q3 | $14.7M | Sell |
114,942
-5,063
| -4% | -$648K | 0.12% | 136 |
|
|
2024
Q2 | $12.5M | Buy |
120,005
+6,148
| +5% | +$641K | 0.11% | 146 |
|
|
2024
Q1 | $10.6M | Sell |
113,857
-24,625
| -18% | -$2.3M | 0.09% | 176 |
|
|
2023
Q4 | $12.5M | Buy |
138,482
+8,332
| +6% | +$751K | 0.1% | 164 |
|
|
2023
Q3 | $10.7M | Buy |
130,150
+8,500
| +7% | +$696K | 0.09% | 183 |
|
|
2023
Q2 | $9.84M | Sell |
121,650
-799
| -0.7% | -$64.6K | 0.08% | 213 |
|
|
2023
Q1 | $8.78M | Sell |
122,449
-933
| -0.8% | -$66.9K | 0.07% | 234 |
|
|
2022
Q4 | $8.09M | Buy |
123,382
+5,200
| +4% | +$341K | 0.07% | 253 |
|
|
2022
Q3 | $7.6M | Buy |
118,182
+258
| +0.2% | +$16.6K | 0.07% | 245 |
|
|
2022
Q2 | $9.71M | Buy |
117,924
+8,403
| +8% | +$692K | 0.09% | 188 |
|
|
2022
Q1 | $10.5M | Sell |
109,521
-7,623
| -7% | -$733K | 0.08% | 197 |
|
|
2021
Q4 | $10M | Buy |
117,144
+245
| +0.2% | +$21K | 0.07% | 228 |
|
|
2021
Q3 | $9.63M | Sell |
116,899
-2,729
| -2% | -$225K | 0.08% | 211 |
|
|
2021
Q2 | $9.94M | Buy |
119,628
+96,795
| +424% | +$8.04M | 0.08% | 214 |
|
|
2021
Q1 | $1.64M | Sell |
22,833
-839
| -4% | -$60.1K | 0.06% | 315 |
|
|
2020
Q4 | $1.53M | Sell |
23,672
-51
| -0.2% | -$3.3K | 0.06% | 343 |
|
|
2020
Q3 | $1.31M | Sell |
23,723
-489
| -2% | -$26.9K | 0.06% | 335 |
|
|
2020
Q2 | $1.25M | Sell |
24,212
-34,989
| -59% | -$1.81M | 0.06% | 323 |
|
|
2020
Q1 | $2.71M | Sell |
59,201
-1,985
| -3% | -$90.9K | 0.07% | 267 |
|
|
2019
Q4 | $5M | Buy |
61,186
+4,160
| +7% | +$340K | 0.09% | 190 |
|
|
2019
Q3 | $5.17M | Sell |
57,026
-1,184
| -2% | -$107K | 0.11% | 173 |
|
|
2019
Q2 | $4.75M | Buy |
58,210
+10,845
| +23% | +$884K | 0.11% | 172 |
|
|
2019
Q1 | $3.68M | Buy |
47,365
+1,433
| +3% | +$111K | 0.09% | 205 |
|
|
2018
Q4 | $3.19M | Sell |
45,932
-831
| -2% | -$57.7K | 0.09% | 195 |
|
|
2018
Q3 | $3.01M | Sell |
46,763
-1,108
| -2% | -$71.3K | 0.07% | 242 |
|
|
2018
Q2 | $3M | Buy |
47,871
+1,762
| +4% | +$110K | 0.07% | 231 |
|
|
2018
Q1 | $2.51M | Sell |
46,109
-119
| -0.3% | -$6.48K | 0.07% | 282 |
|
|
2017
Q4 | $2.95M | Buy |
46,228
+4,123
| +10% | +$263K | 0.08% | 232 |
|
|
2017
Q3 | $2.96M | Buy |
42,105
+819
| +2% | +$57.6K | 0.09% | 200 |
|
|
2017
Q2 | $3.09M | Buy |
41,286
+16,110
| +64% | +$1.21M | 0.1% | 188 |
|
|
2017
Q1 | $1.78M | Buy |
25,176
+1,441
| +6% | +$102K | 0.09% | 213 |
|
|
2016
Q4 | $1.59M | Buy |
23,735
+6,871
| +41% | +$460K | 0.07% | 255 |
|
|
2016
Q3 | $1.26M | Buy |
16,864
+140
| +0.8% | +$10.5K | 0.07% | 259 |
|
|
2016
Q2 | $1.3M | Buy |
16,724
+3,527
| +27% | +$274K | 0.08% | 247 |
|
|
2016
Q1 | $915K | Buy |
13,197
+3,332
| +34% | +$231K | 0.09% | 230 |
|
|
2015
Q4 | $671K | Sell |
9,865
-2,849
| -22% | -$194K | 0.08% | 297 |
|
|
2015
Q3 | $861K | Buy |
12,714
+419
| +3% | +$28.4K | 0.09% | 225 |
|
|
2015
Q2 | $807K | Buy |
12,295
+630
| +5% | +$41.4K | 0.08% | 284 |
|
|
2015
Q1 | $902K | Buy |
11,665
+3,388
| +41% | +$262K | 0.11% | 207 |
|
|
2014
Q4 | $626K | Sell |
8,277
-1,256
| -13% | -$95K | 0.1% | 253 |
|
|
2014
Q3 | $595K | Buy |
9,533
+879
| +10% | +$54.9K | 0.09% | 276 |
|
|
2014
Q2 | $542K | Buy |
8,654
+1,726
| +25% | +$108K | 0.08% | 305 |
|
|
2014
Q1 | $413K | Sell |
6,928
-133
| -2% | -$7.93K | 0.07% | 396 |
|
|
2013
Q4 | $378K | Buy |
+7,061
| New | +$378K | 0.06% | 442 |
|