Bank of America’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 | $2.92B | Sell |
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|
2025
Q1 | $3.12B | Buy |
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|
2024
Q4 | $2.36B | Buy |
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|
2024
Q3 | $2.18B | Sell |
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|
2024
Q2 | $1.86B | Buy |
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|
2024
Q1 | $1.51B | Buy |
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|
2023
Q4 | $1.34B | Buy |
|
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|
2023
Q3 | $258M | Buy |
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|
2023
Q2 | $176M | Sell |
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|
2023
Q1 | $223M | Buy |
|
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|
2022
Q4 | $175M | Sell |
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|
2022
Q3 | $267M | Sell |
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|
2022
Q2 | $354M | Buy |
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|
2022
Q1 | $172M | Sell |
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|
2021
Q4 | $214M | Buy |
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|
2021
Q3 | $193M | Buy |
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|
2021
Q2 | $155M | Buy |
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|
2021
Q1 | $129M | Sell |
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|
2020
Q4 | $121M | Sell |
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|
2020
Q3 | $132M | Sell |
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|
2020
Q2 | $125M | Sell |
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|
2020
Q1 | $162M | Sell |
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|
2019
Q4 | $322M | Sell |
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|
2019
Q3 | $366M | Buy |
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|
2019
Q2 | $311M | Sell |
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|
2019
Q1 | $351M | Buy |
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|
2018
Q4 | $291M | Buy |
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|
2018
Q3 | $262M | Sell |
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|
2018
Q2 | $270M | Sell |
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|
2018
Q1 | $249M | Buy |
|
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|
2017
Q4 | $264M | Sell |
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|
2017
Q3 | $373M | Buy |
|
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|
2017
Q2 | $321M | Sell |
|
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|
2017
Q1 | $316M | Sell |
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|
2016
Q4 | $302M | Buy |
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|
2016
Q3 | $307M | Buy |
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|
2016
Q2 | $284M | Buy |
|
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|
2016
Q1 | $246M | Sell |
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|
2015
Q4 | $324M | Buy |
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|
2015
Q3 | $268M | Buy |
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|
2015
Q2 | $95.7M | Sell |
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|
2015
Q1 | $132M | Buy |
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|
2014
Q4 | $109M | Buy |
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|
2014
Q3 | $88.4M | Buy |
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|
2014
Q2 | $79.6M | Buy |
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|
2014
Q1 | $70.1M | Buy |
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|
2013
Q4 | $58.5M | Sell |
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|
2013
Q3 | $103M | Buy |
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|
2013
Q2 | $91.4M | Buy |
|