Ashton Thomas Private Wealth’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $281K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Sell |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $213K | Buy |
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