Anchor Investment Management’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 | $53.8K | Buy |
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|
2025
Q1 | $46K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $934 | Sell |
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|
2023
Q4 | $22.5K | Hold |
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|
2023
Q3 | $20.5K | Hold |
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|
2023
Q2 | $20.2K | Hold |
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|
2023
Q1 | $17.9K | Hold |
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|
2022
Q4 | $16.4K | Hold |
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|
2022
Q3 | $16.1K | Hold |
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|
2022
Q2 | $20.6K | Sell |
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|
2022
Q1 | $28.8K | Hold |
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|
2021
Q4 | $25.7K | Hold |
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|
2021
Q3 | $24.7K | Hold |
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|
2021
Q2 | $24.9K | Hold |
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|
2021
Q1 | $21.5K | Hold |
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|
2020
Q4 | $19.4K | Hold |
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|
2020
Q3 | $16.5K | Sell |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $450K | Hold |
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|
2019
Q3 | $499K | Hold |
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|
2019
Q2 | $448K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $382K | Hold |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $299K | Buy |
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|
2017
Q4 | $25.5K | Buy |
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|
2017
Q3 | $14.1K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14.2K | Sell |
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|
2016
Q4 | $21.8K | Hold |
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|
2016
Q3 | $24.3K | Hold |
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|
2016
Q2 | $24.8K | Hold |
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|
2016
Q1 | $22.5K | Buy |
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