Bollard 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 | $151K | Buy |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $97K | Hold |
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|
2024
Q1 | $87K | Hold |
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|
2023
Q4 | $84K | Hold |
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|
2023
Q3 | $76K | Sell |
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|
2023
Q2 | $78K | Buy |
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|
2023
Q1 | $67K | Hold |
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|
2022
Q4 | $61K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $3.97M | Buy |
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|
2019
Q3 | $4.36M | Sell |
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|
2019
Q2 | $4.06M | Buy |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q4 | $3.39M | Buy |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $2.86M | Buy |
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|
2018
Q1 | $2.45M | Buy |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $3.07M | Buy |
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|
2017
Q2 | $3.24M | Buy |
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|
2017
Q1 | $3.03M | Buy |
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|
2016
Q4 | $2.48M | Buy |
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|
2016
Q3 | $2.74M | Buy |
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|
2016
Q2 | $2.76M | Buy |
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|
2016
Q1 | $2.48M | Buy |
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|
2015
Q4 | $2.4M | Sell |
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|
2015
Q3 | $2.41M | Buy |
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|
2015
Q2 | $2.31M | Buy |
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|
2015
Q1 | $2.69M | Buy |
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|
2014
Q4 | $2.6M | Buy |
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|
2014
Q3 | $1.95M | Buy |
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|
2014
Q2 | $1.84M | Buy |
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|
2014
Q1 | $1.73M | Buy |
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|
2013
Q4 | $1.54M | Buy |
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|
2013
Q3 | $1.77M | Buy |
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|
2013
Q2 | $1.88M | Buy |
|