Associated Banc-Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Hold |
4,703
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $721K | Sell |
4,703
-11
| -0.2% | -$1.69K | 0.02% | 217 |
|
|
2024
Q4 | $594K | Hold |
4,714
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $604K | Hold |
4,714
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $491K | Buy |
4,714
+11
| +0.2% | +$1.15K | 0.02% | 240 |
|
|
2024
Q1 | $439K | Hold |
4,703
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $424K | Sell |
4,703
-115
| -2% | -$10.4K | 0.01% | 243 |
|
|
2023
Q3 | $395K | Hold |
4,818
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $390K | Sell |
4,818
-813
| -14% | -$65.8K | 0.01% | 246 |
|
|
2023
Q1 | $404K | Sell |
5,631
-1,300
| -19% | -$93.2K | 0.02% | 248 |
|
|
2022
Q4 | $454K | Hold |
6,931
| – | – | 0.02% | 234 |
|
|
2022
Q3 | $445K | Hold |
6,931
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $571K | Hold |
6,931
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $666K | Hold |
6,931
| – | – | 0.03% | 213 |
|
|
2021
Q4 | $595K | Buy |
6,931
+750
| +12% | +$64.4K | 0.02% | 223 |
|
|
2021
Q3 | $509K | Buy |
6,181
+1,300
| +27% | +$107K | 0.02% | 229 |
|
|
2021
Q2 | $405K | Sell |
4,881
-2,128
| -30% | -$177K | 0.02% | 252 |
|
|
2021
Q1 | $321K | Sell |
7,009
-1,932
| -22% | -$88.5K | 0.02% | 239 |
|
|
2020
Q4 | $578K | Sell |
8,941
-2,100
| -19% | -$136K | 0.02% | 263 |
|
|
2020
Q3 | $608K | Buy |
11,041
+781
| +8% | +$43K | 0.03% | 239 |
|
|
2020
Q2 | $531K | Buy |
10,260
+191
| +2% | +$9.89K | 0.02% | 250 |
|
|
2020
Q1 | $461K | Buy |
10,069
+3,060
| +44% | +$140K | 0.02% | 252 |
|
|
2019
Q4 | $573K | Sell |
7,009
-566
| -7% | -$46.3K | 0.03% | 209 |
|
|
2019
Q3 | $686K | Buy |
7,575
+777
| +11% | +$70.4K | 0.04% | 200 |
|
|
2019
Q2 | $554K | Sell |
6,798
-209
| -3% | -$17K | 0.03% | 210 |
|
|
2019
Q1 | $544K | Buy |
7,007
+418
| +6% | +$32.5K | 0.03% | 209 |
|
|
2018
Q4 | $457K | Buy |
6,589
+268
| +4% | +$18.6K | 0.03% | 211 |
|
|
2018
Q3 | $407K | Sell |
6,321
-316
| -5% | -$20.3K | 0.02% | 226 |
|
|
2018
Q2 | $416K | Buy |
6,637
+324
| +5% | +$20.3K | 0.02% | 221 |
|
|
2018
Q1 | $344K | Sell |
6,313
-176
| -3% | -$9.59K | 0.02% | 235 |
|
|
2017
Q4 | $414K | Hold |
6,489
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $456K | Hold |
6,489
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $485K | Hold |
6,489
| – | – | 0.03% | 215 |
|
|
2017
Q1 | $460K | Hold |
6,489
| – | – | 0.03% | 222 |
|
|
2016
Q4 | $435K | Buy |
6,489
+176
| +3% | +$11.8K | 0.03% | 220 |
|
|
2016
Q3 | $472K | Sell |
6,313
-41
| -0.6% | -$3.07K | 0.03% | 214 |
|
|
2016
Q2 | $484K | Buy |
6,354
+41
| +0.6% | +$3.12K | 0.03% | 212 |
|
|
2016
Q1 | $438K | Hold |
6,313
| – | – | 0.03% | 220 |
|
|
2015
Q4 | $429K | Hold |
6,313
| – | – | 0.03% | 217 |
|
|
2015
Q3 | $427K | Hold |
6,313
| – | – | 0.03% | 213 |
|
|
2015
Q2 | $414K | Hold |
6,313
| – | – | 0.03% | 221 |
|
|
2015
Q1 | $488K | Hold |
6,313
| – | – | 0.03% | 211 |
|
|
2014
Q4 | $477K | Hold |
6,313
| – | – | 0.03% | 208 |
|
|
2014
Q3 | $394K | Hold |
6,313
| – | – | 0.03% | 220 |
|
|
2014
Q2 | $396K | Buy |
6,313
+2,100
| +50% | +$132K | 0.03% | 223 |
|
|
2014
Q1 | $251K | Buy |
+4,213
| New | +$251K | 0.02% | 252 |
|