Conning Inc’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 | $512K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $300K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $473K | Sell |
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|
2019
Q1 | $521K | Buy |
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|
2018
Q4 | $459K | Sell |
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|
2018
Q3 | $478K | Sell |
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|
2018
Q2 | $511K | Sell |
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|
2018
Q1 | $453K | Sell |
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|
2017
Q4 | $623K | Buy |
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|
2017
Q3 | $592K | Sell |
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|
2017
Q2 | $639K | Buy |
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|
2017
Q1 | $603K | Sell |
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|
2016
Q4 | $573K | Sell |
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|
2016
Q3 | $647K | Buy |
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|
2016
Q2 | $621K | Buy |
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|
2016
Q1 | $564K | Buy |
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|
2015
Q4 | $538K | Sell |
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|
2015
Q3 | $853K | Sell |
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|
2015
Q2 | $879K | Buy |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $997K | Sell |
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|
2014
Q3 | $825K | Buy |
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|
2014
Q2 | $779K | Sell |
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|
2014
Q1 | $750K | Buy |
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|
2013
Q4 | $646K | Buy |
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|
2013
Q3 | $658K | Buy |
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|
2013
Q2 | $662K | Buy |
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