City Holding Co’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31
| Closed | -$4.75K | – | 613 |
|
|
2025
Q1 | $4.75K | Buy |
+31
| New | +$4.75K | ﹤0.01% | 567 |
|
|
2021
Q2 | – | Sell |
-25
| Closed | -$2K | – | 546 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $1K | Sell |
25
-75
| -75% | -$3K | ﹤0.01% | 498 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2019
Q3 | $9K | Buy |
100
+50
| +100% | +$4.5K | ﹤0.01% | 405 |
|
|
2019
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 448 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$5K | – | 590 |
|
|
2017
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 473 |
|
|
2017
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 467 |
|
|
2017
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 453 |
|