Bank of New York Mellon’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 | $617M | Buy |
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|
2025
Q1 | $596M | Buy |
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|
2024
Q4 | $490M | Buy |
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|
2024
Q3 | $482M | Sell |
|
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|
2024
Q2 | $420M | Buy |
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|
2024
Q1 | $363M | Sell |
|
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|
2023
Q4 | $360M | Buy |
|
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|
2023
Q3 | $326M | Sell |
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|
2023
Q2 | $327M | Sell |
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|
2023
Q1 | $291M | Sell |
|
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|
2022
Q4 | $275M | Buy |
|
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|
2022
Q3 | $264M | Buy |
|
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|
2022
Q2 | $335M | Buy |
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|
2022
Q1 | $382M | Buy |
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|
2021
Q4 | $337M | Sell |
|
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|
2021
Q3 | $344M | Sell |
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|
2021
Q2 | $356M | Sell |
|
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|
2021
Q1 | $309M | Buy |
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|
2020
Q4 | $259M | Sell |
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|
2020
Q3 | $244M | Buy |
|
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|
2020
Q2 | $228M | Sell |
|
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|
2020
Q1 | $209M | Sell |
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|
2019
Q4 | $397M | Sell |
|
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|
2019
Q3 | $459M | Sell |
|
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|
2019
Q2 | $462M | Buy |
|
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|
2019
Q1 | $421M | Sell |
|
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|
2018
Q4 | $400M | Sell |
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|
2018
Q3 | $405M | Buy |
|
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|
2018
Q2 | $391M | Sell |
|
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|
2018
Q1 | $347M | Sell |
|
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|
2017
Q4 | $556M | Buy |
|
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|
2017
Q3 | $534M | Buy |
|
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|
2017
Q2 | $511M | Sell |
|
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|
2017
Q1 | $486M | Sell |
|
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|
2016
Q4 | $508M | Sell |
|
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|
2016
Q3 | $648M | Buy |
|
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|
2016
Q2 | $655M | Buy |
|
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|
2016
Q1 | $593M | Buy |
|
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|
2015
Q4 | $575M | Buy |
|
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|
2015
Q3 | $447M | Buy |
|
|||||
|
2015
Q2 | $425M | Sell |
|
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|
2015
Q1 | $534M | Buy |
|
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|
2014
Q4 | $483M | Sell |
|
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|
2014
Q3 | $429M | Buy |
|
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|
2014
Q2 | $363M | Buy |
|
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|
2014
Q1 | $256M | Sell |
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|
2013
Q4 | $250M | Buy |
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|
2013
Q3 | $291M | Sell |
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|
2013
Q2 | $313M | Buy |
|