Benjamin Edwards Inc’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 | $2.43M | Buy |
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|
2025
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $38K | Sell |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6K | Buy |
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