CAPTRUST Financial 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 | $14.7M | Buy |
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|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $8.6M | Sell |
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|
2024
Q1 | $8.1M | Sell |
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|
2023
Q4 | $8.02M | Buy |
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|
2023
Q3 | $7.25M | Sell |
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|
2023
Q2 | $7.16M | Buy |
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|
2023
Q1 | $5.12M | Sell |
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|
2022
Q4 | $4.69M | Buy |
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|
2022
Q3 | $4.54M | Buy |
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