Columbia Asset 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
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $405K | Buy |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $150K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $252K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $374K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $360K | Hold |
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|
2015
Q1 | $425K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $24K | Buy |
|