Capital Investment Advisory Services’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 | $268K | Sell |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $563K | Sell |
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|
2019
Q3 | $664K | Sell |
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|
2019
Q2 | $617K | Buy |
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|
2019
Q1 | $550K | Sell |
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|
2018
Q4 | $504K | Sell |
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|
2018
Q3 | $469K | Buy |
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|
2018
Q2 | $453K | Buy |
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|
2018
Q1 | $324K | Buy |
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