Cypress Capital 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
2024
Q4
$490K Sell
2024
Q3
$591K Sell
2024
Q2
$484K Sell
2024
Q1
$452K Buy
2023
Q4
$414K Buy
2023
Q3
$342K Buy
2023
Q2
$298K Hold
2023
Q1
$264K Buy
2022
Q4
$227K Buy
2022
Q2
Sell
2022
Q1
$453K Buy
2021
Q4
$365K Buy
2020
Q1
Sell
2019
Q4
$1.24M Sell
2019
Q3
$1.45M Buy
2019
Q2
$1.23M Buy
2019
Q1
$1.17M Buy