Atlas Capital Advisors’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 | $60.6K | Hold |
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|
2025
Q1 | $60.4K | Hold |
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|
2024
Q4 | $49.7K | Hold |
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|
2024
Q3 | $50.4K | Hold |
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|
2024
Q2 | $41.1K | Hold |
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|
2024
Q1 | $36.8K | Sell |
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|
2023
Q4 | $39.6K | Hold |
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|
2023
Q3 | $36K | Hold |
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|
2023
Q2 | $35.5K | Hold |
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|
2023
Q1 | $31.5K | Hold |
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|
2022
Q4 | $28.8K | Hold |
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|
2022
Q3 | $28.2K | Hold |
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|
2022
Q2 | $36.2K | Hold |
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|
2022
Q1 | $42.2K | Hold |
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|
2021
Q4 | $37.7K | Hold |
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|
2021
Q3 | $36.2K | Hold |
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|
2021
Q2 | $36.5K | Buy |
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|
2021
Q1 | $29.9K | Hold |
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|
2020
Q4 | $26.9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $21.6K | Sell |
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|
2020
Q1 | $47.7K | Sell |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $221K | Buy |
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