ARS Wealth Advisors Group’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 | $889K | Sell |
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|
2025
Q2 | $768K | Buy |
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|
2025
Q1 | $764K | Sell |
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|
2024
Q4 | $633K | Hold |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $384K | Buy |
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