Blue Fin Capital’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 | $340K | Buy |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $352K | Sell |
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|
2019
Q3 | $395K | Hold |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $345K | Sell |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $324K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $336K | Sell |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $403K | Sell |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $409K | Sell |
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|
2016
Q2 | $429K | Hold |
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|
2016
Q1 | $390K | Sell |
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|
2015
Q4 | $417K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $369K | Hold |
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|
2015
Q1 | $436K | Hold |
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|
2014
Q4 | $426K | Buy |
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|
2014
Q3 | $334K | Hold |
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|
2014
Q2 | $336K | Hold |
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|
2014
Q1 | $319K | Buy |
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|
2013
Q4 | $278K | Buy |
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