Concourse Financial Group Securities’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $780K | Buy |
|
|||||
|
2024
Q3 | $747K | Sell |
|
|||||
|
2024
Q2 | $617K | Buy |
|
|||||
|
2024
Q1 | $546K | Sell |
|
|||||
|
2023
Q4 | $531K | Buy |
|
|||||
|
2023
Q3 | $285K | Sell |
|
|||||
|
2023
Q2 | $286K | Buy |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $232K | Sell |
|
|||||
|
2022
Q3 | $249K | Buy |
|
|||||
|
2022
Q2 | $301K | Sell |
|
|||||
|
2022
Q1 | $352K | Sell |
|
|||||
|
2021
Q4 | $492K | Sell |
|
|||||
|
2021
Q3 | $501K | Buy |
|
|||||
|
2021
Q2 | $485K | Buy |
|
|||||
|
2021
Q1 | $387K | Sell |
|
|||||
|
2020
Q4 | $358K | Sell |
|
|||||
|
2020
Q3 | $317K | Buy |
|
|||||
|
2020
Q2 | $269K | Buy |
|
|||||
|
2020
Q1 | $225K | Sell |
|
|||||
|
2019
Q4 | $745K | Buy |
|
|||||
|
2019
Q3 | $219K | Sell |
|
|||||
|
2019
Q2 | $618K | Buy |
|
|||||
|
2019
Q1 | $577K | Buy |
|
|||||
|
2018
Q4 | $445K | Buy |
|
|||||
|
2018
Q3 | $209K | Buy |
|