Clearstead Trust’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 | $155K | Hold |
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|
2025
Q2 | $134K | Buy |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $87.6K | Hold |
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|
2024
Q3 | $89K | Sell |
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|
2024
Q2 | $74.5K | Hold |
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|
2024
Q1 | $66.8K | Hold |
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|
2023
Q4 | $64.5K | Hold |
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|
2023
Q3 | $58.6K | Hold |
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|
2023
Q2 | $51.3K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $251K | Hold |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $196K | Hold |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $157K | Hold |
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|
2020
Q1 | $139K | Hold |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $196K | Hold |
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|
2018
Q2 | $191K | Buy |
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|
2018
Q1 | $127K | Sell |
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|
2017
Q4 | $753K | Buy |
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|
2017
Q3 | $777K | Sell |
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|
2017
Q2 | $1.79M | Sell |
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|
2017
Q1 | $2.13M | Buy |
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|
2016
Q4 | $1.94M | Buy |
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