Appleton Partners’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 | $16M | Buy |
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|
2025
Q2 | $13.7M | Buy |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $228K | Sell |
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|
2014
Q4 | $233K | Buy |
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