Atlantic Union Bankshares’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 | $4.47M | Buy |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $766K | Sell |
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|
2023
Q3 | $709K | Sell |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $654K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $651K | Hold |
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|
2022
Q2 | $834K | Hold |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $871K | Sell |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $880K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $547K | Buy |
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $459K | Hold |
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|
2020
Q1 | $406K | Buy |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $224K | Buy |
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