D.L. Carlson Investment 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
Q2 | $4.72M | Sell |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $3.63M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.32M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $4.02M | Sell |
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|
2019
Q2 | $4.16M | Sell |
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|
2019
Q1 | $4.75M | Buy |
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|
2018
Q4 | $4.02M | Buy |
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|
2018
Q3 | $3.29M | Sell |
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|
2018
Q2 | $3.23M | Sell |
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|
2018
Q1 | $2.86M | Sell |
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|
2017
Q4 | $3.52M | Sell |
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|
2017
Q3 | $4.06M | Sell |
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|
2017
Q2 | $4.33M | Sell |
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|
2017
Q1 | $4.11M | Sell |
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|
2016
Q4 | $3.93M | Sell |
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|
2016
Q3 | $4.49M | Sell |
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|
2016
Q2 | $4.59M | Sell |
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|
2016
Q1 | $4.19M | Buy |
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|
2015
Q4 | $4.07M | Buy |
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|
2015
Q3 | $3.79M | Buy |
|