Bartlett & Co Wealth Management’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 | $9.67K | Buy |
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|
2025
Q2 | $615 | Buy |
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|
2025
Q1 | $460 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $6.88K | Buy |
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|
2024
Q1 | $654 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.81K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.12K | Sell |
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|
2021
Q2 | $4.99K | Hold |
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|
2021
Q1 | $4.3K | Hold |
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|
2020
Q4 | $3.88K | Buy |
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|
2020
Q3 | $2.75K | Hold |
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|
2020
Q2 | $2.59K | Sell |
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|
2020
Q1 | $20.1K | Hold |
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|
2019
Q4 | $36K | Buy |
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|
2019
Q3 | $21.8K | Sell |
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|
2019
Q2 | $44.3K | Buy |
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|
2019
Q1 | $41.9K | Buy |
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|
2018
Q4 | $37.2K | Buy |
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|
2018
Q3 | $31.1K | Buy |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $25.8K | Buy |
|