Clarius Group LLC’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 | $329K | Sell |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $233K | Buy |
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