Boyd Watterson Asset Management’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 | $35K | Hold |
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|
2025
Q1 | $34.9K | Hold |
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|
2024
Q4 | $28.7K | Hold |
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|
2024
Q3 | $29.2K | Hold |
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|
2024
Q2 | $23.8K | Hold |
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|
2024
Q1 | $21.3K | Hold |
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|
2023
Q4 | $20.6K | Hold |
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|
2023
Q3 | $18.7K | Hold |
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|
2023
Q2 | $18.4K | Hold |
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|
2023
Q1 | $16.3K | Hold |
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|
2022
Q4 | $14.9K | Buy |
|