City State Bank’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 | $188K | Hold |
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|
2025
Q2 | $163K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $133K | Hold |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $110K | Hold |
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|
2024
Q1 | $99K | Hold |
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|
2023
Q4 | $95K | Hold |
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|
2023
Q3 | $87K | Hold |
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|
2023
Q2 | $86K | Hold |
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|
2023
Q1 | $76K | Hold |
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|
2022
Q4 | $69K | Buy |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $11K | Buy |
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