Coldstream Capital Management’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 | $2.59M | Buy |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $967K | Buy |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $659K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $279K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.34M | Buy |
|