Deseret Mutual Benefit Administrators’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 | $76.4K | Sell |
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|
2025
Q2 | $72.3K | Hold |
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|
2025
Q1 | $72K | Sell |
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|
2024
Q4 | $63.9K | Sell |
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|
2024
Q3 | $72.5K | Hold |
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|
2024
Q2 | $59K | Hold |
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|
2024
Q1 | $52.9K | Hold |
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|
2023
Q4 | $51K | Sell |
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|
2023
Q3 | $67.3K | Sell |
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|
2023
Q2 | $69.8K | Hold |
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|
2023
Q1 | $61.9K | Hold |
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|
2022
Q4 | $56.6K | Sell |
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|
2022
Q3 | $101K | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $192K | Sell |
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|
2021
Q2 | $253K | Buy |
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