Dorsey & Whitney 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 | $940K | Buy |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $572K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $628K | Sell |
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|
2019
Q3 | $702K | Buy |
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|
2019
Q2 | $539K | Buy |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | $442K | Buy |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $453K | Buy |
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|
2016
Q4 | $412K | Buy |
|
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|
2016
Q3 | $343K | Buy |
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|
2016
Q2 | $330K | Hold |
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $305K | Buy |
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|
2015
Q3 | $292K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $241K | Buy |
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|
2014
Q4 | $228K | Buy |
|