Beacon Financial Group’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 | $223K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $285K | Sell |
|
|||||
|
2018
Q2 | $303K | Sell |
|
|||||
|
2018
Q1 | $290K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $5.29M | Buy |
|
|||||
|
2016
Q2 | $5.25M | Sell |
|
|||||
|
2016
Q1 | $4.79M | Sell |
|
|||||
|
2015
Q4 | $7.51M | Buy |
|
|||||
|
2015
Q3 | $7.15M | Sell |
|
|||||
|
2015
Q2 | $7.09M | Buy |
|
|||||
|
2015
Q1 | $7.29M | Buy |
|
|||||
|
2014
Q4 | $7.03M | Sell |
|
|||||
|
2014
Q3 | $5.8M | Buy |
|
|||||
|
2014
Q2 | $5.71M | Buy |
|
|||||
|
2014
Q1 | $5.1M | Buy |
|
|||||
|
2013
Q4 | $3.55M | Buy |
|
|||||
|
2013
Q3 | $2.32M | Buy |
|