CIBC Private Wealth Group’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 | $520K | Buy |
|
|||||
|
2025
Q2 | $378K | Buy |
|
|||||
|
2025
Q1 | $303K | Sell |
|
|||||
|
2024
Q4 | $284K | Buy |
|
|||||
|
2024
Q3 | $224K | Sell |
|
|||||
|
2024
Q2 | $211K | Buy |
|
|||||
|
2024
Q1 | $183K | Sell |
|
|||||
|
2023
Q4 | $206K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $72K | Sell |
|
|||||
|
2018
Q1 | $124K | Buy |
|
|||||
|
2017
Q4 | $143K | Buy |
|