CIBC Private Wealth Group’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
2,460
+243
| +11% | +$37.4K | ﹤0.01% | 904 |
|
|
2025
Q1 | $303K | Sell |
2,217
-25
| -1% | -$3.41K | ﹤0.01% | 954 |
|
|
2024
Q4 | $284K | Buy |
2,242
+496
| +28% | +$62.7K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $224K | Sell |
1,746
-279
| -14% | -$35.7K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $211K | Buy |
2,025
+31
| +2% | +$3.24K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $183K | Sell |
1,994
-291
| -13% | -$26.8K | ﹤0.01% | 1159 |
|
|
2023
Q4 | $206K | Buy |
+2,285
| New | +$206K | ﹤0.01% | 1064 |
|
|
2018
Q3 | – | Sell |
-1,151
| Closed | -$72K | – | 1734 |
|
|
2018
Q2 | $72K | Sell |
1,151
-1,134
| -50% | -$70.9K | ﹤0.01% | 1088 |
|
|
2018
Q1 | $124K | Buy |
2,285
+36
| +2% | +$1.95K | ﹤0.01% | 988 |
|
|
2017
Q4 | $143K | Buy |
+2,249
| New | +$143K | ﹤0.01% | 978 |
|