Brookstone Capital 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
Q3 | $8.08M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $917K | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $944K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $270K | Buy |
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|
2017
Q4 | $312K | Sell |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $538K | Buy |
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|
2016
Q4 | $433K | Buy |
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|
2016
Q3 | $475K | Buy |
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|
2016
Q2 | $376K | Buy |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $257K | Buy |
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|
2015
Q3 | $105K | Sell |
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|
2015
Q2 | $154K | Sell |
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|
2015
Q1 | $202K | Buy |
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