American Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $3.16M | Sell |
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|
2021
Q1 | $3.81M | Sell |
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|
2020
Q4 | $13.3M | Sell |
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|
2020
Q3 | $11.9M | Sell |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $9.44M | Buy |
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|
2019
Q4 | $12.9M | Buy |
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|
2019
Q3 | $13M | Sell |
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|
2019
Q2 | $11.9M | Buy |
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|
2019
Q1 | $11.2M | Buy |
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|
2018
Q4 | $4.94M | Buy |
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