Barrett & Company’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 | $15.4K | Hold |
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|
2025
Q1 | $15.3K | Hold |
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|
2024
Q4 | $12.6K | Hold |
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|
2024
Q3 | $12.8K | Hold |
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|
2024
Q2 | $10.4K | Hold |
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|
2024
Q1 | $9.34K | Hold |
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|
2023
Q4 | $9.02K | Hold |
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|
2023
Q3 | $8.19K | Hold |
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|
2023
Q2 | $8.09K | Hold |
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|
2023
Q1 | $7.17K | Hold |
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|
2022
Q4 | $6.55K | Hold |
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|
2022
Q3 | $6.55K | Buy |
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