Bowman & Company’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 | $475K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $341K | Hold |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $311K | Buy |
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