Buckingham Capital Management (Ohio)’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $891K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $231K | Sell |
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|
2016
Q3 | $279K | Hold |
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|
2016
Q2 | $283K | Sell |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $374K | Sell |
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|
2015
Q3 | $485K | Sell |
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|
2015
Q2 | $727K | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.72M | Sell |
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|
2014
Q3 | $1.83M | Sell |
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|
2014
Q2 | $2.31M | Sell |
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|
2014
Q1 | $2.64M | Sell |
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|
2013
Q4 | $2.74M | Sell |
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|
2013
Q3 | $3.42M | Buy |
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|
2013
Q2 | $3.52M | Buy |
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