Carnegie Investment Counsel’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 | $1.37M | Sell |
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|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.08M | Hold |
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|
2024
Q4 | $984K | Hold |
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|
2024
Q3 | $1,000K | Sell |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $696K | Sell |
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|
2023
Q2 | $695K | Sell |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $612K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $718K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $558K | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $841K | Buy |
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|
2019
Q3 | $824K | Buy |
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|
2019
Q2 | $698K | Sell |
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|
2019
Q1 | $704K | Buy |
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|
2018
Q4 | $624K | Sell |
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|
2018
Q3 | $720K | Buy |
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|
2018
Q2 | $572K | Hold |
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $523K | Sell |
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|
2017
Q3 | $953K | Sell |
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|
2017
Q2 | $1.04M | Hold |
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|
2017
Q1 | $1M | Buy |
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|
2016
Q4 | $578K | Buy |
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|
2016
Q3 | $571K | Hold |
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|
2016
Q2 | $638K | Buy |
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|
2016
Q1 | $517K | Sell |
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|
2015
Q4 | $470K | Hold |
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|
2015
Q3 | $515K | Buy |
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|
2015
Q2 | $479K | Sell |
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|
2015
Q1 | $564K | Buy |
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|
2014
Q4 | $585K | Buy |
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|
2014
Q3 | $457K | Sell |
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|
2014
Q2 | $472K | Buy |
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|
2014
Q1 | $434K | Hold |
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|
2013
Q4 | $390K | Sell |
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|
2013
Q3 | $473K | Sell |
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|
2013
Q2 | $515K | Buy |
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