Bank Julius Baer & Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.7M | Buy |
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|
2025
Q2 | $180K | Hold |
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|
2025
Q1 | $180K | Buy |
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|
2024
Q4 | $94.5K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $91K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $109K | Buy |
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