Cetera Investment Advisers’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 | $15.8M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $8.93M | Buy |
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|
2024
Q1 | $7.68M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $990K | Sell |
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|
2022
Q4 | $941K | Buy |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $795K | Sell |
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|
2022
Q1 | $971K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $975K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $838K | Sell |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $267K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $213K | Buy |
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