Clifford Swan Investment Counsel’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 | $432K | Buy |
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|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $251K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $208K | Buy |
|