AssetMark Inc’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
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|
2025
Q1 | $16.6M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $174K | Buy |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $502 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $190K | Buy |
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|
2020
Q2 | $171K | Buy |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $47K | Sell |
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|
2019
Q3 | $172K | Buy |
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|
2019
Q2 | $141K | Buy |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $47K | Buy |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $147K | Buy |
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|
2017
Q4 | $49K | Buy |
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|
2017
Q3 | $48K | Sell |
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|
2017
Q2 | $82K | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $5.03M | Buy |
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|
2016
Q1 | $4.5M | Sell |
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|
2015
Q4 | $4.75M | Buy |
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|
2015
Q3 | $2.58M | Buy |
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