Bleakley 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
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $970K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $661K | Buy |
|