Columbia Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 188 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 207 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 214 |
|
|
2019
Q2 | – | Sell |
-7,001
| Closed | -$405K | – | 216 |
|
|
2019
Q1 | $405K | Buy |
7,001
+4,665
| +200% | +$270K | 0.11% | 128 |
|
|
2018
Q4 | $162K | Hold |
2,336
| – | – | 0.05% | 168 |
|
|
2018
Q3 | $150K | Buy |
+2,336
| New | +$150K | 0.04% | 196 |
|
|
2017
Q4 | – | Sell |
-3,590
| Closed | -$252K | – | 186 |
|
|
2017
Q3 | $252K | Buy |
+3,590
| New | +$252K | 0.08% | 156 |
|
|
2016
Q1 | – | Sell |
-5,500
| Closed | -$374K | – | 184 |
|
|
2015
Q4 | $374K | Buy |
+5,500
| New | +$374K | 0.15% | 118 |
|
|
2015
Q3 | – | Sell |
-5,500
| Closed | -$360K | – | 189 |
|
|
2015
Q2 | $360K | Hold |
5,500
| – | – | 0.14% | 140 |
|
|
2015
Q1 | $425K | Buy |
+5,500
| New | +$425K | 0.16% | 134 |
|
|
2014
Q1 | – | Sell |
-450
| Closed | -$24K | – | 183 |
|
|
2013
Q4 | $24K | Buy |
+450
| New | +$24K | 0.01% | 177 |
|