Chesley Taft & Associates’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.56M | Buy |
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|
2025
Q3 | $3.22M | Buy |
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|
2025
Q2 | $2.5M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $870K | Sell |
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|
2017
Q3 | $1.06M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.05M | Hold |
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|
2016
Q4 | $990K | Sell |
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|
2016
Q3 | $1.85M | Buy |
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|
2016
Q2 | $1.88M | Buy |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.67M | Sell |
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|
2015
Q3 | $1.75M | Sell |
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|
2015
Q2 | $1.81M | Buy |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.06M | Buy |
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|
2014
Q3 | $1.68M | Buy |
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|
2014
Q2 | $1.68M | Buy |
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|
2014
Q1 | $1.43M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $844K | Buy |
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|
2013
Q2 | $903K | Buy |
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