CreativeOne Wealth’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 | $2.52M | Buy |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $956K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $217K | Buy |
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