Dudley Capital Management’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 | $1.07M | Hold |
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|
2025
Q2 | $926K | Hold |
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|
2025
Q1 | $923K | Sell |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $778K | Hold |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $423K | Buy |
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