Cary Street Partners Investment Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $323K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $96.3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $112K | Buy |
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