Duncker Streett & Co’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 | $2.61K | Hold |
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|
2025
Q1 | $2.6K | Hold |
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|
2024
Q4 | $2.14K | Hold |
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|
2024
Q3 | $2.18K | Hold |
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|
2024
Q2 | $1.77K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $49K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $48K | Buy |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $37K | Sell |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $68K | Sell |
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|
2017
Q2 | $85K | Sell |
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|
2017
Q1 | $112K | Buy |
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|
2016
Q4 | $72K | Sell |
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|
2016
Q3 | $88K | Buy |
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|
2016
Q2 | $80K | Buy |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $16K | Sell |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $17K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $14K | Hold |
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|
2013
Q2 | $15K | Buy |
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