Arkadios Wealth Advisors’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 | $3.54M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $909K | Sell |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $858K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $198K | Sell |
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|
2020
Q3 | $702K | Buy |
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|
2020
Q2 | $610K | Buy |
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|
2020
Q1 | $175K | Buy |
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|
2019
Q4 | $334K | Buy |
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