Diversified Trust’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 | $2.46M | Sell |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $4.4M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $258K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $204K | Buy |
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