Atria Wealth Solutions’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 | $901K | Sell |
|
|||||
|
2025
Q1 | $2.31M | Sell |
|
|||||
|
2024
Q4 | $1.94M | Sell |
|
|||||
|
2024
Q3 | $2.15M | Buy |
|
|||||
|
2024
Q2 | $1.69M | Buy |
|
|||||
|
2024
Q1 | $1.33M | Sell |
|
|||||
|
2023
Q4 | $1.73M | Buy |
|
|||||
|
2023
Q3 | $1.51M | Sell |
|
|||||
|
2023
Q2 | $1.52M | Buy |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $990K | Sell |
|
|||||
|
2022
Q2 | $1.29M | Buy |
|
|||||
|
2022
Q1 | $1.19M | Buy |
|