Ellevest Inc’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 | $1.03M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $41.7K | Sell |
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|
2022
Q4 | $44.9K | Sell |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $162K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $38K | Buy |
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|
2019
Q3 | $9K | Buy |
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