Cambridge Investment Research Advisors’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 | $5.81M | Sell |
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|
2025
Q2 | $6.15M | Buy |
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|
2025
Q1 | $5.4M | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.42M | Buy |
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|
2024
Q2 | $3.26M | Sell |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $3.53M | Buy |
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|
2022
Q1 | $3.81M | Sell |
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|
2021
Q4 | $3.4M | Sell |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $2.72M | Sell |
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|
2020
Q3 | $3.19M | Buy |
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|
2020
Q2 | $2.95M | Sell |
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|
2020
Q1 | $3.57M | Sell |
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|
2019
Q4 | $6.56M | Buy |
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|
2019
Q3 | $7.17M | Sell |
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|
2019
Q2 | $6.75M | Sell |
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|
2019
Q1 | $6.67M | Sell |
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|
2018
Q4 | $6M | Sell |
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|
2018
Q3 | $5.66M | Buy |
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|
2018
Q2 | $5.08M | Sell |
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|
2018
Q1 | $6.03M | Buy |
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|
2017
Q4 | $6.85M | Buy |
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|
2017
Q3 | $6.9M | Buy |
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|
2017
Q2 | $7.23M | Buy |
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|
2017
Q1 | $6.8M | Buy |
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|
2016
Q4 | $5.97M | Buy |
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|
2016
Q3 | $6.31M | Buy |
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|
2016
Q2 | $5.9M | Buy |
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|
2016
Q1 | $4.3M | Buy |
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|
2015
Q4 | $4.1M | Buy |
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|
2015
Q3 | $2.05M | Sell |
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|
2015
Q2 | $3.59M | Buy |
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|
2015
Q1 | $3.76M | Buy |
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|
2014
Q4 | $3.66M | Sell |
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|
2014
Q3 | $3.13M | Buy |
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|
2014
Q2 | $2.95M | Buy |
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|
2014
Q1 | $2.79M | Buy |
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|
2013
Q4 | $2.08M | Sell |
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|
2013
Q3 | $2.47M | Buy |
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|
2013
Q2 | $2.52M | Buy |
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