Avantax Advisory Services’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 | $6.62M | Buy |
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|
2025
Q1 | $6.2M | Sell |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $655K | Sell |
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|
2023
Q4 | $879K | Sell |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $826K | Buy |
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|
2023
Q1 | $730K | Sell |
|
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|
2022
Q4 | $705K | Sell |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.7M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $982K | Buy |
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|
2019
Q3 | $832K | Buy |
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|
2019
Q2 | $731K | Buy |
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|
2019
Q1 | $606K | Buy |
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|
2018
Q4 | $451K | Buy |
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