Annis Gardner Whiting Capital Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $195K | Sell |
|
|||||
|
2025
Q4 | $223K | Buy |
|
|||||
|
2025
Q3 | $194K | Sell |
|
|||||
|
2025
Q2 | $193K | Buy |
|
|||||
|
2025
Q1 | $157K | Buy |
|
|||||
|
2024
Q4 | $105K | Sell |
|
|||||
|
2024
Q3 | $109K | Buy |
|
|||||
|
2024
Q2 | $78.1K | Buy |
|
|||||
|
2024
Q1 | $62.6K | Sell |
|
|||||
|
2023
Q4 | $66.4K | Sell |
|
|||||
|
2023
Q3 | $61.2K | Buy |
|