BG
Bollard Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
979
+50
| +5% | +$7.71K | ﹤0.01% | 186 |
|
|
2025
Q1 | $142K | Hold |
929
| – | – | ﹤0.01% | 173 |
|
|
2024
Q4 | $117K | Hold |
929
| – | – | ﹤0.01% | 179 |
|
|
2024
Q3 | $119K | Hold |
929
| – | – | ﹤0.01% | 191 |
|
|
2024
Q2 | $97K | Hold |
929
| – | – | ﹤0.01% | 198 |
|
|
2024
Q1 | $87K | Hold |
929
| – | – | ﹤0.01% | 201 |
|
|
2023
Q4 | $84K | Hold |
929
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $76K | Sell |
929
-30
| -3% | -$2.45K | ﹤0.01% | 196 |
|
|
2023
Q2 | $78K | Buy |
959
+30
| +3% | +$2.44K | ﹤0.01% | 203 |
|
|
2023
Q1 | $67K | Hold |
929
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $61K | Hold |
929
| – | – | ﹤0.01% | 205 |
|
|
2022
Q3 | $60K | Hold |
929
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $77K | Sell |
929
-1,636
| -64% | -$136K | ﹤0.01% | 214 |
|
|
2022
Q1 | $247K | Buy |
2,565
+11
| +0.4% | +$1.06K | 0.01% | 216 |
|
|
2021
Q4 | $219K | Buy |
2,554
+12
| +0.5% | +$1.03K | 0.01% | 228 |
|
|
2021
Q3 | $209K | Buy |
2,542
+11
| +0.4% | +$904 | 0.01% | 229 |
|
|
2021
Q2 | $210K | Sell |
2,531
-1,742
| -41% | -$145K | 0.01% | 220 |
|
|
2021
Q1 | $306K | Hold |
4,273
| – | – | 0.01% | 185 |
|
|
2020
Q4 | $276K | Hold |
4,273
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $235K | Hold |
4,273
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $221K | Hold |
4,273
| – | – | 0.01% | 181 |
|
|
2020
Q1 | $196K | Sell |
4,273
-44,259
| -91% | -$2.03M | 0.01% | 143 |
|
|
2019
Q4 | $3.97M | Buy |
48,532
+455
| +0.9% | +$37.2K | 0.13% | 84 |
|
|
2019
Q3 | $4.36M | Sell |
48,077
-1,768
| -4% | -$160K | 0.15% | 79 |
|
|
2019
Q2 | $4.06M | Buy |
49,845
+509
| +1% | +$41.5K | 0.14% | 85 |
|
|
2019
Q1 | $3.83M | Buy |
49,336
+529
| +1% | +$41.1K | 0.14% | 81 |
|
|
2018
Q4 | $3.39M | Buy |
48,807
+1,844
| +4% | +$128K | 0.15% | 73 |
|
|
2018
Q3 | $3.02M | Buy |
46,963
+1,340
| +3% | +$86.2K | 0.12% | 87 |
|
|
2018
Q2 | $2.86M | Buy |
45,623
+679
| +2% | +$42.6K | 0.13% | 84 |
|
|
2018
Q1 | $2.45M | Buy |
44,944
+668
| +2% | +$36.4K | 0.12% | 93 |
|
|
2017
Q4 | $2.82M | Buy |
44,276
+534
| +1% | +$34K | 0.14% | 83 |
|
|
2017
Q3 | $3.07M | Buy |
43,742
+506
| +1% | +$35.6K | 0.16% | 73 |
|
|
2017
Q2 | $3.24M | Buy |
43,236
+499
| +1% | +$37.3K | 0.17% | 74 |
|
|
2017
Q1 | $3.03M | Buy |
42,737
+5,633
| +15% | +$399K | 0.17% | 79 |
|
|
2016
Q4 | $2.48M | Buy |
37,104
+486
| +1% | +$32.5K | 0.16% | 86 |
|
|
2016
Q3 | $2.74M | Buy |
36,618
+392
| +1% | +$29.3K | 0.18% | 75 |
|
|
2016
Q2 | $2.76M | Buy |
36,226
+425
| +1% | +$32.4K | 0.19% | 66 |
|
|
2016
Q1 | $2.48M | Buy |
35,801
+510
| +1% | +$35.4K | 0.2% | 69 |
|
|
2015
Q4 | $2.4M | Sell |
35,291
-294
| -0.8% | -$20K | 0.2% | 69 |
|
|
2015
Q3 | $2.41M | Buy |
35,585
+430
| +1% | +$29.1K | 0.2% | 69 |
|
|
2015
Q2 | $2.31M | Buy |
35,155
+407
| +1% | +$26.7K | 0.17% | 81 |
|
|
2015
Q1 | $2.69M | Buy |
34,748
+370
| +1% | +$28.6K | 0.2% | 71 |
|
|
2014
Q4 | $2.6M | Buy |
34,378
+3,058
| +10% | +$231K | 0.23% | 66 |
|
|
2014
Q3 | $1.95M | Buy |
31,320
+1,919
| +7% | +$120K | 0.18% | 82 |
|
|
2014
Q2 | $1.84M | Buy |
29,401
+322
| +1% | +$20.2K | 0.18% | 85 |
|
|
2014
Q1 | $1.73M | Buy |
29,079
+359
| +1% | +$21.4K | 0.18% | 72 |
|
|
2013
Q4 | $1.54M | Buy |
28,720
+320
| +1% | +$17.1K | 0.17% | 74 |
|
|
2013
Q3 | $1.77M | Buy |
28,400
+294
| +1% | +$18.3K | 0.21% | 63 |
|
|
2013
Q2 | $1.88M | Buy |
+28,106
| New | +$1.88M | 0.36% | 53 |
|