Braun Stacey Associates’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 | $40.4M | Sell |
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|
2025
Q2 | $35M | Sell |
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|
2025
Q1 | $35.9M | Sell |
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|
2024
Q4 | $31.3M | Sell |
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|
2024
Q3 | $32.5M | Buy |
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|
2024
Q2 | $25.2M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.65M | Sell |
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|
2019
Q4 | $10.9M | Buy |
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|
2019
Q3 | $8.94M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $8.67M | Sell |
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|
2017
Q2 | $10.8M | Sell |
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|
2017
Q1 | $11.1M | Sell |
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|
2016
Q4 | $11.3M | Sell |
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|
2016
Q3 | $16.9M | Buy |
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|
2016
Q2 | $9.97M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $282K | Buy |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $201K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $200K | Buy |
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|
2013
Q2 | $208K | Buy |
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