Caldwell Trust’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 | $73K | Hold |
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|
2025
Q2 | $63K | Hold |
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|
2025
Q1 | $62.8K | Sell |
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|
2024
Q4 | $76.9K | Hold |
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|
2024
Q3 | $78.1K | Hold |
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|
2024
Q2 | $63.6K | Hold |
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|
2024
Q1 | $57K | Hold |
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|
2023
Q4 | $55K | Hold |
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|
2023
Q3 | $50K | Hold |
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|
2023
Q2 | $49.3K | Hold |
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|
2023
Q1 | $43.7K | Hold |
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|
2022
Q4 | $40K | Hold |
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|
2022
Q3 | $39.2K | Hold |
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|
2022
Q2 | $50.2K | Hold |
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|
2022
Q1 | $58.6K | Hold |
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|
2021
Q4 | $52.3K | Hold |
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|
2021
Q3 | $50.3K | Sell |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $86.7K | Hold |
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|
2020
Q4 | $78.2K | Sell |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | $91.1K | Hold |
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|
2020
Q1 | $80.6K | Hold |
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|
2019
Q4 | $144K | Buy |
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