Arcadia 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
Q3 | $196K | Hold |
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|
2025
Q2 | $169K | Hold |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $99.3K | Hold |
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|
2023
Q3 | $90.2K | Hold |
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|
2023
Q2 | $89.1K | Hold |
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|
2023
Q1 | $78.9K | Hold |
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|
2022
Q4 | $72.2K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $94K | Sell |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $93K | Hold |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $138K | Hold |
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|
2018
Q4 | $123K | Sell |
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|
2018
Q3 | $133K | Sell |
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|
2018
Q2 | $155K | Sell |
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|
2018
Q1 | $162K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $209K | Buy |
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|
2017
Q2 | $90K | Sell |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $93K | Buy |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $63K | Buy |
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|
2016
Q1 | $45K | Buy |
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|
2015
Q4 | $32K | Buy |
|