Argent Trust Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,479
| New | +$227K | 0.01% | 644 |
|
|
2020
Q2 | – | Sell |
-11,915
| Closed | -$545K | – | 456 |
|
|
2020
Q1 | $545K | Buy |
11,915
+1,826
| +18% | +$83.5K | 0.06% | 249 |
|
|
2019
Q4 | $825K | Buy |
10,089
+969
| +11% | +$79.2K | 0.07% | 233 |
|
|
2019
Q3 | $827K | Buy |
9,120
+316
| +4% | +$28.7K | 0.08% | 225 |
|
|
2019
Q2 | $718K | Sell |
8,804
-416
| -5% | -$33.9K | 0.07% | 239 |
|
|
2019
Q1 | $716K | Buy |
9,220
+153
| +2% | +$11.9K | 0.08% | 229 |
|
|
2018
Q4 | $630K | Buy |
9,067
+592
| +7% | +$41.1K | 0.07% | 234 |
|
|
2018
Q3 | $536K | Sell |
8,475
-434
| -5% | -$27.4K | 0.06% | 259 |
|
|
2018
Q2 | $557K | Buy |
+8,909
| New | +$557K | 0.07% | 243 |
|