Checchi Capital 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
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $777K | Buy |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $363K | Buy |
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|
2019
Q2 | $296K | Buy |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $261K | Sell |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $259K | Buy |
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|
2017
Q2 | $274K | Sell |
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|
2017
Q1 | $299K | Sell |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $357K | Buy |
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|
2016
Q2 | $355K | Buy |
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|
2016
Q1 | $312K | Buy |
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|
2015
Q4 | $301K | Buy |
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|
2015
Q3 | $277K | Buy |
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|
2015
Q2 | $264K | Buy |
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|
2015
Q1 | $288K | Buy |
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|
2014
Q4 | $274K | Buy |
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