Colonial 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 | $208K | Buy |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $80.1K | Buy |
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|
2024
Q1 | $49.6K | Hold |
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|
2023
Q4 | $47.9K | Hold |
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|
2023
Q3 | $43.5K | Hold |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $38.1K | Hold |
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|
2022
Q4 | $34.8K | Buy |
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