Comprehensive Financial Consultants Institutional’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 | $619K | Sell |
|
|||||
|
2025
Q2 | $609K | Hold |
|
|||||
|
2025
Q1 | $607K | Hold |
|
|||||
|
2024
Q4 | $499K | Hold |
|
|||||
|
2024
Q3 | $507K | Hold |
|
|||||
|
2024
Q2 | $413K | Hold |
|
|||||
|
2024
Q1 | $370K | Hold |
|
|||||
|
2023
Q4 | $357K | Sell |
|
|||||
|
2023
Q3 | $325K | Hold |
|
|||||
|
2023
Q2 | $315K | Hold |
|
|||||
|
2023
Q1 | $285K | Hold |
|
|||||
|
2022
Q4 | $286K | Hold |
|
|||||
|
2022
Q3 | $238K | Hold |
|
|||||
|
2022
Q2 | $327K | Buy |
|