Colonial Trust Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $220K | Hold |
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|
2024
Q2 | $179K | Sell |
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|
2024
Q1 | $161K | Sell |
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|
2023
Q4 | $158K | Buy |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $114K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $264K | Sell |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $273K | Sell |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $397K | Buy |
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|
2017
Q3 | $383K | Buy |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $359K | Hold |
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|
2016
Q4 | $336K | Hold |
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|
2016
Q3 | $376K | Sell |
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|
2016
Q2 | $388K | Hold |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $410K | Hold |
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|
2015
Q2 | $397K | Hold |
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|
2015
Q1 | $468K | Buy |
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|
2014
Q4 | $375K | Sell |
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|
2014
Q3 | $379K | Hold |
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|
2014
Q2 | $380K | Hold |
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|
2014
Q1 | $362K | Sell |
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|
2013
Q4 | $333K | Sell |
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|
2013
Q3 | $766K | Buy |
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|
2013
Q2 | $813K | Buy |
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