Center for Financial Planning’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 | $23.7K | Hold |
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|
2025
Q2 | $20.4K | Hold |
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|
2025
Q1 | $20.4K | Hold |
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|
2024
Q4 | $16.8K | Hold |
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|
2024
Q3 | $17K | Hold |
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|
2024
Q2 | $13.9K | Hold |
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|
2024
Q1 | $12.4K | Hold |
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|
2023
Q4 | $12K | Hold |
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|
2023
Q3 | $10.9K | Hold |
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|
2023
Q2 | $10.8K | Hold |
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|
2023
Q1 | $9.54K | Hold |
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|
2022
Q4 | $8.72K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Sell |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $35K | Buy |
|