Beacon Capital Management LLC (Tennessee)’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 | – | Sell |
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|
2025
Q2 | $146K | Sell |
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|
2025
Q1 | $158K | Buy |
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|
2024
Q4 | $130K | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $71.8K | Sell |
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|
2023
Q3 | $79K | Hold |
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|
2023
Q2 | $79K | Sell |
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|
2023
Q1 | $73.8K | Sell |
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|
2022
Q4 | $74.9K | Buy |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $82K | Buy |
|