Brighton Jones LLC’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 | $1.23M | Buy |
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|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | $647K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | $335K | Buy |
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|
2016
Q2 | $340K | Sell |
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|
2016
Q1 | $310K | Buy |
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|
2015
Q4 | $303K | Sell |
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|
2015
Q3 | $306K | Buy |
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|
2015
Q2 | $292K | Sell |
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|
2015
Q1 | $348K | Sell |
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|
2014
Q4 | $347K | Sell |
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|
2014
Q3 | $298K | Buy |
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|
2014
Q2 | $287K | Sell |
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|
2014
Q1 | $311K | Sell |
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|
2013
Q4 | $281K | Buy |
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