Creegan & Nassoura Financial Group’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 |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.86M | Hold |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $991K | Hold |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.48M | Hold |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $921K | Hold |
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|
2020
Q2 | $865K | Buy |
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|
2020
Q1 | $765K | Sell |
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|
2019
Q4 | $1.38M | Buy |
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|
2016
Q3 | $1.61M | Buy |
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|
2016
Q2 | $1.64M | Sell |
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|
2016
Q1 | $1.55M | Sell |
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|
2015
Q4 | $1.56M | Hold |
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|
2015
Q3 | $1.56M | Sell |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $1.8M | Sell |
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|
2014
Q4 | $1.82M | Buy |
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