Community Bank & Trust (Waco, Texas)’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 | $1.12M | Hold |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $868K | Sell |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $582K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $811K | Sell |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $650K | Sell |
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|
2020
Q4 | $684 | Sell |
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|
2020
Q3 | $694K | Sell |
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|
2020
Q2 | $945K | Sell |
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|
2020
Q1 | $852K | Sell |
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|
2019
Q4 | $1.56M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.62M | Sell |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.65M | Sell |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $2.3M | Sell |
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|
2017
Q3 | $2.57M | Sell |
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|
2017
Q2 | $2.74M | Buy |
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|
2017
Q1 | $2.57M | Buy |
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|
2016
Q4 | $2.38M | Sell |
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|
2016
Q3 | $2.78M | Sell |
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|
2016
Q2 | $2.96M | Sell |
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|
2016
Q1 | $2.73M | Buy |
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