Continuum Advisory’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 | $1.06M | Buy |
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|
2025
Q2 | $813K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $146K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $494K | Buy |
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|
2017
Q3 | $496K | Buy |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $479K | Buy |
|