Benchmark Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $775K | Hold |
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|
2024
Q4 | $638K | Hold |
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|
2024
Q3 | $648K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $415K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $417K | Hold |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $434K | Buy |
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