Bailard’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 | $1M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $774K | Buy |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $559K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $276K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $234K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $439K | Buy |
|