B. Riley Wealth 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 | $432K | Buy |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $3.21M | Sell |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $2.93M | Buy |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $291K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Buy |
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|
2016
Q4 | $209K | Sell |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.49M | Buy |
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|
2016
Q1 | $1.28M | Sell |
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|
2015
Q4 | $1.35M | Sell |
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|
2015
Q3 | $1.36M | Buy |
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|
2015
Q2 | $1.2M | Sell |
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|
2015
Q1 | $2.12M | Sell |
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|
2014
Q4 | $8.49K | Buy |
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|
2014
Q3 | $1.25M | Sell |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.34M | Buy |
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|
2013
Q4 | $1.17M | Buy |
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|
2013
Q3 | $1.34M | Sell |
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|
2013
Q2 | $1.49M | Buy |
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