Citizens National Bank Trust Department’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 | $12.8K | Hold |
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|
2025
Q1 | $12.7K | Hold |
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|
2024
Q4 | $10.5K | Hold |
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|
2024
Q3 | $10.6K | Hold |
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|
2024
Q2 | $8.65K | Hold |
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|
2024
Q1 | $7.76K | Hold |
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|
2023
Q4 | $7.48K | Hold |
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|
2023
Q3 | $6.8K | Hold |
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|
2023
Q2 | $6.71K | Hold |
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|
2023
Q1 | $5.95K | Hold |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $14K | Buy |
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